When creating an opportunity - Remove the fact that "Listings" is pre-selected.
I see way too many times where people create the opportunity and the opportunity type should be a required field that doesn't already have an option (Listing) already preselected. People miss that field and continue with creating the opportunity, go through the full transaction and realize they should have created Tenant or Landlord or even Buyer. they must "archive" or Lost the opportunity which then creates issues with GCI or the numbers and it messes items up on the backend. and now that opportunity is forever hanging out in that contact as a previous opportunity. -
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LABS Team
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