Announcement

Collapse
No announcement yet.

Transfer Opp to New Account

Collapse
X
 
  • Filter
  • Time
  • Show
Clear All
new posts

  • Transfer Opp to New Account

    I would like to be able to transfer and opportunity like I can a SO. We often get a lead from a builder (account A) and then if closes, we make a new account for the site (account B). Right now all the opportunities are on account A but the quote > SO needs to be on account B. If we could transfer the opportunity from the builder to the site account when the sale closed that would be really useful.

    I can also see this being helpful for companies who sell to resellers who then sell large orders to end users.

  • #2
    Hi Lisa,

    I have added your request for this to an existing one for the same functionality, I have also tied this request to that one so I can keep you updated as it moves through our stakeholders' processes for prioritization. Thank you!
    Last edited by Marsha Blobaum; 04-01-2016, 03:33 PM. Reason: 37789
    Marsha Blobaum
    Product Analyst
    Tigerpaw Software
    800.704.9009 x4584
    402.592.7317fax
    mblobaum@tigerpawsoftware.com

    Comment

    Working...
    X