There's an assumption that there's one opportunity per account because this is the one product you're selling.
That's the only option there could be for that account. Whereas we are a multi-opportunity per account.
I would love to be able to say that this meeting is tied to this opportunity, and for something like what you're talking about in the pre-selection of the channel.
If I could pre-select the opportunity to attach things to, then that would be great too.
If I had the ability in this automation to say that this meeting is tied to this opportunity within Salesforce, and in this case, this is an every two-week meeting that I have. Every note for this would go to that opportunity, not the account.
Created by Mirna Shaltout
·