We’ve enhanced the opportunity dropdown to include additional searchable fields: Account Name, Owner Name, and Opportunity Type. These improvements make it easier and faster for users to find the right opportunities, especially in accounts with large datasets.
Activation Details
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For new integrations:
The enhanced dropdown will be enabled by default. -
For existing integrations :
You’ll need to enable the feature manually by following these steps:
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Go to the Integration page and ensure your CRM integration is connected.
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Scroll down and click on Management at the bottom of the settings panel.
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Turn on the "Set as CRM" toggle.
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At the bottom of the page, assign the appropriate account.
Once configured, the updated dropdown will be available for use in your opportunities.