Opportunity opening form

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Posted on by LukasAMM

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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Sales