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CRM Idea Center
Status Future consideration
Created by Guest
Created on Feb 15, 2024

New CRM Opportunity Type for B2B sales

For companies with B2B sales teams it'd be great to have a different opportunity type for them to be able to log those opportunities that don't currently fit within the referral opportunity type

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  • Dusty Allen
    Dec 11, 2025

    Spoke with Altus Biologics today they were completely sold on the functionality of mobile and loved our Insights into our CRM. However, they asked about our ability to tracking stages inside of a sales deal. I advised the client we can not to that today. even though it's been asked for many times before.