Hello,
I want to share a problem that some of us are facing and want to know how you deal with it.
Opportunity with RLI are great, because you can better express complex sales processes, including multiples Revenue Line (that should live their own live).
BUT, sometimes you only want to use the Opportunity WITHOUT RLI
- for instance at the first step, maybe you don't know what products / lines you want to add
- for instance for basic opportunity, you want to use it the way Sugar works without the RLI
For all those reason, I would like to understand how you manage opportunity and RLI, for advanced but also basic deals ?
Many thanks,
Fred
PS : additionnal question : do you also sometimes want to split the product catalog that is used for Opportunity (more macro) and the one used for Quotes (more micro) ?
