How to work with Opportunities
Hi all,
How are you working with Opportunities?
I was expecting to see a "Lost" stage and that "Customer was named "Won", but this I can create and edit myself of course.
1. What do you do with opportunities that are lost? Simply delete them?
2. What do you do with opportunities that are won? Simply delete them?
3. When a company is connected/disconnected with a oppertunity, or a person is appointed "point of contact", i would like the company/person timeline to log a message about this. Is there a setting for this or a feature like this is not implemented?
4. It is great that "Created by" is available for all opportunities and automatically the workspace member creating the opportunity is assigned.
However, I would like to have the option to appoint another workspace member as "Opportunity Owner", sort of like the default field "Account Owner" is available for Companies. But i don't think this is a feature availble at the moment, is that correct?
How are you working with Opportunities?
I was expecting to see a "Lost" stage and that "Customer was named "Won", but this I can create and edit myself of course.
1. What do you do with opportunities that are lost? Simply delete them?
2. What do you do with opportunities that are won? Simply delete them?
3. When a company is connected/disconnected with a oppertunity, or a person is appointed "point of contact", i would like the company/person timeline to log a message about this. Is there a setting for this or a feature like this is not implemented?
4. It is great that "Created by" is available for all opportunities and automatically the workspace member creating the opportunity is assigned.
However, I would like to have the option to appoint another workspace member as "Opportunity Owner", sort of like the default field "Account Owner" is available for Companies. But i don't think this is a feature availble at the moment, is that correct?
