Relax rules tying various amounts to each other and the Opportunity Status on the Add/Edit Opportunity form

My organization would like to configure some of our opportunities differently than what CRM allows. Currently, it is not possible to have an expected ask amount,  a designation, and a designation amount without an ask amount on a Qualified Opportunity. Similarly, on an Unqualified Opportunity, we are required to have designation amount match the expected ask amount. We would like to have these values be more elastic or malleable to our business needs.

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  • May 31 2017
Organization Name (Please enter full organization name) University of Illinois Foundation
Reported Version 4.0
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