S
squirrel
Other CRMs that I have used allow me to easily click a button on an account
record to create an opportunity for that account. I have not found anything
like this here. It seems that all the information in an account needs to be
re-entered into an opportunity. Is this correct, and if so it seems like it's
a lot of wasted time with double entry.
record to create an opportunity for that account. I have not found anything
like this here. It seems that all the information in an account needs to be
re-entered into an opportunity. Is this correct, and if so it seems like it's
a lot of wasted time with double entry.