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Status Already exists
Created by Guest
Created on Apr 30, 2025

Button for organization form questions to automatically be used at opportunity level

I would like to be able to use the exact same form questions across the board for every opportunity. Perhaps a button to select "use organization form for all opportunities." Managing the form for every opportunity seems like an unnecessary step.

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  • Bloomerang Product Team
    Melissa Pinard
    May 2, 2025

    Hi there,

    When you require an Organization Level Question, it will automatically be populated and required on the Opporutnity Level Form Questions (across all opportunities).


    Thanks,

    - Melissa Pinard