Ability to Correct or Change the Record Linked to an Opportunity

Ability to Correct or Change the Record Linked to an Opportunity

When creating a new opportunity, we must link it to a record immediately. However, if the wrong record is selected, the only current option is to delete the entire opportunity and start over. We need the ability to easily edit or change the associated record so that simple selection errors don’t create unnecessary rework.
    • Topic Participants

    • Jin