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Improve the CRM Opportunity Products Tab to be more like a sales order

In a Sales Order screen on the document details tab you have the ability to upload order lines from Excel and you have the button Add Stock Items. Can these two features be added to the product tab of a CRM Sales Opportunity.

  • Ada Jin
  • Sep 3 2015
  • Gathering Feedback
CRM
  • Attach files
  • Greg Dow commented
    May 02, 2018 18:52

    The upload order lines from Excel is there in the current version, but I still have prospects that want the Add Items action