AnsweredAssumed Answered

How to add fields in the outlook sugar applet

Question asked by Ben Apted on Jan 10, 2017

I'm running a small sales team. We work a lot in outlook, and often create opportunities using the outlook plugin.  I want to add a couple of fields to the applet that appears when I click "New Sugar Record-->Opportunity" - at the moment, I only get:

- Opportunity Name

- Account Name

- Amount

- Expected Close Date

 

I'd like to add things like Sales Stage, Likelihood etc.

Anyone done this?

B

Attachments

Outcomes