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New Idea

Merge and Move Opportunities

Status: Under Consideration
by on ‎06-18-2010 10:42 AM

It would be nice to be able to merge Opportunities or move them from one Account to another. 


We often have the problem that Company A calls us for a system and we open an Opportunity with them.  Then Company B calls us for the same system and we realize that both are bidding on a system for Company C.  If we already have two Opps opened at Company A and Company B we'd like to merge them, and put them all under Company C since that's where the equipment will eventually end up.  Although we may not have direct contact with Company C now, they will be the ones likely calling in the future for spare parts, service, etc. so we really care more about them than the other two and feel the Opportunity really belongs there.

If you use the Xbar and you look at the Opportunities for a contact that has just emailed. It will show you all open opportunities for the account, so some of the opportunities aren't even related to the contact.

When you have an account that has loads of opportunities but the one contact actually has two, you then have to click all the opportunities just to find the two that you want.

Swiftpage have said this is functioning as designed but this is clearly not as you do not get all opportunities for accounts on contact level when you use the Web Client or the Network Client.





Status: Accepted

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