I requested this sometime ago through support but never raised it here.
Something that would really take the Sales side of CRMFO to the next level of ease and usability for sales people working with their Open Opportunities would be adding a Kanban tile style board by current / last stage view that allows Drag & Drop functionality to move Opps from one stage to another.
This really is a very weak area of SAP B1 as we all know core is so manually and ugly to work with going into Opps one by one. This would make managing and working with Opps far easier and also keeping the pipeline reports more accurate once the sales team are happier with the ease of actually moving their Opps around based on likely win / loose in the sales cycle. Also it would bring SAP B1 via CRMFO closer to the Sales Force feel of Opps management which would strengthen the Sales side offering of the ribbon and generally for SAP B1. Example Kanban as below (some filtering in a header section would be amazing too - i.e. filter by Sales Employee, or seach to filter BPs or Opps by Name.
Please sign in to leave a comment.