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?
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Odgovori
4264
Prikazi
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.
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