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Hi all,
I'd like to set up an opening form when i open a new opportunity that would already define certain aspects and following processes before i create the opportunity (like the closing window). Would something like that be possible?
Basically i define the Product and customer before i enter the opportunity, like a starting screen. This would then help to already define the business process flow according to the product.
Would be great to have some inputs on this.
Thanks a lot, appreciate it.
Lukas
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Eugen Podkorytov
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