Hello community,
I want to be able to collect additional information for when an opportunity is closed; however, the close opportunity form is locked and uneditable. I'm wondering what the best way to do this would be and how. My thought is:
1) Trigger a dialog to appear when the closed opportunity form is loaded (or saved?)
2) The dialog would ask/allow for the user to select one or more of a multiple list of reasons for the opportunity closed.
3) The information would somehow be attached to the closed opportunity record. Would this require creating a custom entity that has opportunity as a parent and forcing the dialog record to that entity?
As always, your help is appreciated.
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