Allow for default Post Acceptance questions when creating a new Opportunity
When this customer creates new opportunities, she sometimes forgets to add the Post Acceptance questions. This way if there was a CHOICE to set default questions that would automatically populate in Post Acceptance she could edit if needed, but they would actually be there (and wouldn't have to go back to it if she did indeed forget to add them).
-
Guest
- Nov 10 2016
- Reviewed: Voting Open
| Employee Name | Mary Brown |
| Client Name "shard name" | vcu |
| User | System Admin |
| Functional Unit | Questions, Post Acceptance |
Related Enhancements
I would love to have this added automatically too, because I have about 50 opportunity admins and I know they aren't always remembering to add all the post acceptance questions...or in the same order.
Response from customer: . I am using the same questions for all post-acceptance (with only one exception). I think of it like the scoring rubric for review--better to have a rubric than none at all... or the option to detach an opportunity from the post-acceptance questionnaire set if there is something unique than should be addressed.
Asking cust and will let you know
Is she using the same questions for all post acceptance? and if not, is it better to have the wrong questions on there then no questions at all?