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how to have questionaries in opportunities?

Pouya Maleki
on 3/15/13, 7:01 AM 1,711 views

I am using the profiling module to fill some information about the customers in an easy and organized unify way and that is very good. I want to use this ability to add data to opportunities too. So I can add questionaries about why an opportunity lost, what are the customer specifications on this project, and so on. But the profiling module only works with customers, is there a way to do this?


Fabien Pinckaers (fp)

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Fabien Pinckaers (fp)
On 3/24/13, 7:43 AM

You can use the Google Docs integration for this and automatically add a spreadsheet to every opportunity based on a template.

Thanks , I installed and used this one, but it is not as smooth as profiling. I wished this to be added one day.

Pouya Maleki
on 7/1/13, 11:41 AM

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Asked: 3/15/13, 7:01 AM
Seen: 1711 times
Last updated: 3/16/15, 8:10 AM