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Tag: Customize Experience

Sales Customize the Opportunity close form

How to customize the opportunity close form

Posted on August 7, 2024August 7, 2024 By Jeroen Scheper

Have you ever had the need to customize the opportunity closuring experience? When managing the opportunities in the current sales process, you will probably recognize the popup below. This is triggered when you mark your opportunity Close as won or Close as lost from the ribbon. It is possible to…

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