Name of Feature/Request: - Add the ability to add a location in the opportunity.
What financial, time savings, or quality of life improvements will occur with this: - Save time having to change screens and bounce into the customer account to create the location.
Attempted solutions so far:
Digging deep - Any additional Why behind this request / How was this accomplished before Striven: when I have a new customer call in and I want to create an immediate opportunity, I create the opportunity first describe the situation and then create the new customer in the opportunity. Creating new customer does not prompt me for a location or an address just an email on a phone number. Creating a new customer should either include adding the address or we should be able to add the address field from the opportunity. In fact, it would be nice to create new addresses with new opportunities Regardless of whether or not we can add them when we add the customer. We have several builder accounts that we want to create opportunities for, and they’re constantly adding addresses. I would like to be able to create the opportunity and then embed a new address under the account immediately and not create the account first under the customer.
