Follow Up opportunity in a new thread

Prior to PSS we had a customization that allowed reps to create an opportunity in a new thread after they closed an opportunity as win. This was helpful because reps wanted to have a thread for the renewal opportunity after they made the original sale. Now we have a lot of open calls attached to won opportunities and it can make the to-do list very messy.

  • Alex Karp
  • Nov 19 2018
  • Future consideration
  • Attach files