- August 01, 2016
Default your Opportunity Team from the Account Team
Save sales time by defaulting the Opportunity Team from the Account Team. This very simple little app fixes a common issue encountered by companies who use Account Teams and Opportunity Teams. You would expect that a new Opportunity would inherit the Account Team, but it does not – this app makes that happen automatically! When you create an Opportunity on an Account with an Opportunity Team, the entire team will be copied to the Opportunity.
Easy to use
– Zero Configuration Required
– Automatically Adds Opportunity Team
– Reduces Redundant Data Entry
It’s free available on the AppExchange, so go ahead and get it if you would find it useful!