Add Custom Field to Opportunities when Adding New Opportunity

While inputting an Opportunity into RENXT, the Custom Fields are not included in the initial entry process. You have to open the Opportunity up and then you can add something to Custom Fields.

This makes the field easy to forget about when adding Opportunities, which can be a crucial step for clean data!

  • Justin Burns
  • Jan 8 2020
  • Attach files
  • Rachel Bailey commented
    March 04, 2020 00:29

    Extra steps = poor user adoption = bad data!