Skip to main content

Hi,

Often, in Maximizer 10 Group Edition, I need to duplicate an opportunity and be able to change its "Company/Individual" field for a different one (a different client or prospect). .

Note: I need to do this as we are in the construction business and work always as a subcontractor. Some times we have to send a proposal to several prospects that, at the same time, are trying to win the awarding of the same contract (and then become the main contractor) thus I end up with quite a few opportunities with the same technical specifications (my UDFs).

Thanks in advance,

Diego Canal - Madrid (Spain)
Original Post

Add Reply

Post
LEGAL INFO
CONTACT US
Copyright 2007-2018 Advoco Solutions Ltd. All Rights Reserved.
×
×
×
×
Link copied to your clipboard.
×