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Member Since 02 Jul 2014
Offline Last Active Jul 18 2014 09:43 AM

#14469 Opportunity team

Posted by wannabe on 18 July 2014 - 08:52 AM



Just a thought, would be nice to add team-members to an opportunity. Now the opportunity has just one owner but in bigger and complex opportunties more people are involved. So therefor it would be nice to add individuals to the opportunity.



#14361 Open Task Report

Posted by wannabe on 04 July 2014 - 08:20 PM

I have a similar problem with running a report on notes. When I run a report on notes, created last 7 days I get 3 duplicates. How do I filter them out?


To be more specific


When I create a report on notes alone ie;


created by

created date



I get single results


But when I add 

Opportunity --> Name


then I get 3 duplicates

#14335 Create new competition

Posted by wannabe on 02 July 2014 - 11:32 AM



is it possible to create a new competition. For example,

* first user to create 10 new opportunities

* create 10 new opportunities by end of week

* create 10 new leads today

* call 10 customers today, or before end of week


etc etc


thanks in advance,