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Product Suggestions
Categories CRM App
Created by Guest
Created on Jan 10, 2025

Allow users to create opportunity from opportunities report on a camapaign

It would simplify the process of creating and linking an opportunity to a campaign activity if there was an option on the opportunities page of the campaign activity to create an opportunity. This could populate the source to be the same as the type of the activity and set the source activity to that of the currently selected activity.

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