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Changes to Opportunity process

26 August 2009 Written by 

Changes to Opportunity processing and what happens with a Quote V3 feature.

Opportunities can be linked to multiple Companies, in the case where more than one company is being prospected for the business, perhaps a Consultancy and the main client.

Contacts can be added to the Opportunity edit screen making it easier to add the primary contact that you are dealing with.

When linking a Quote you are prompted to update the Opportunity Status and the Opportunity value from the Quote screen

Multi Currency support for Opportunities, the ability to use a default currency for the company that is

linked to the Opportunity.

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Graham Anderson

Before I got my start in the tech industry as part of Apple's UK Mac launch team, I was a professional drummer (notice I didn’t say musician). But once I got in, I was hooked and I’ve been involved in the tech industry, primarily software development, for over 20 years. I founded this company and I now have the enviable title of System Architect (as well as Managing Director) here at OpenCRM.

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