Copy a room or items from one room into a different Opportunity
S
Steven Hunter
We often quote the same item(s) to multiple customers and it would be nice to be able to have a "template" opportunity that I could copy to a totally different opportunity so I don't have to remember the SKU's for every part.
This is especially valuable when talking TV's. Even just when dealing with one manufacturer there are different SKU's for each size, and quality level within that size. Then at the start of the new year I could just replace old SKU's with new ones and use them to copy to opportunities throughout the year.
Same thing for speakers and so forth.
The "favorites" help, but when there are so many models/sizes that list fills up fast