4 results found
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Allow 2+ Contacts Per Opportunity
Right now you can only have 2 contacts assigned to any particular opportunity. However with the increase in Polyamourous, multigenerational and Parents helping Kids I would like to be able to attach more than 2 contacts to the opportunity. 3-4 contacts may be a decent amount as anything above that may be rare.
33 votes -
Export Opportunity Documents to 1 PDF File
The ability to download all documents from an opportunity to a single PDF file is useful and should be implemented.
We should have the ability to choose individual files, or a combined PDF.8 votes -
Make "Closed Date" in Opportunity Details Typeable
When going back and closing opportunities that closed previously but were not moved to the closed phase, the way to set the closed date is only to cycle by month until you find the date, and if it's from past years, the popup calendar doesn't state what year you're in. (Example; was closing out an agents files from 2020 and had to scroll through 28 pages of the months to find the correct one, but had no indication of what year I was grabbing from)
3 votes -
Make Pencil Icon More Visible
The little edit pen in Details is hard to see. Please make it more visible or create an edit button instead.
4 votes
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