Adding similar or recurring new opportunities in BCM

B

Business Guy

I find that many of my new BCM opporunties from a client seem to be very much
like the last. Some are even recurring, regular monthly orders.

There is no current way to create a new or recurring opportunity using a
previous opportunity as a template that can be slightly modified. I end up
retyping the same information over and over again.

With any high volume CRM systems, the ability to template from or repeat an
order would be a VERY useful feature.

----------------
This post is a suggestion for Microsoft, and Microsoft responds to the
suggestions with the most votes. To vote for this suggestion, click the "I
Agree" button in the message pane. If you do not see the button, follow this
link to open the suggestion in the Microsoft Web-based Newsreader and then
click "I Agree" in the message pane.

http://www.microsoft.com/office/com...-350fa4949107&dg=microsoft.public.outlook.bcm
 
A

Anjaconda

I would really like to see this added too. We have monthly recurring sales
and i would like to be able to keep the opportunity open and just check a
monthly repeating check box or something so BCM takes this opportunity into
consideration for every month until i close it.

Thanxs,

A
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top