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Magaya CRM

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Require Defer Date in Opportunity

General Description When an opportunity is deferred in the Magaya CRM, users have the option to select a date to remind them to come back to the Opportunity as well as a note detailing why the opportunity is being deferred. Neither of these fields...
Kaleb Ghilardi about 1 year ago in Magaya CRM 0

Standard Lead and Opportunity Stages

General Description Administrators of a customer’s CRM can create and update custom record status values for each stage of each entity. In order to better align with Supply Chain and support future integrations should we constrain the edit of the ...
Kaleb Ghilardi over 1 year ago in Magaya CRM 1