Idea
Discussion
Guide to start the opportunity /lead DCM from scratch, without current OOTB DCM's being in the way
11:59 Nov 30, 2022
Even though it's great to have an opportunity DCM best practice example, we encounter the need for most clients / prospects to review it from scratch.
However, the OOTB Opportunity and lead DCM's are quite heavily embedded in the system, and it would be great to have a step by step guide to explain which processes are active and linked to these 2 DCM's and how to deactivate them.
Also, how to handle the current entries (lookup data for example ) so to make sure that they do not appear in filters etc (as it is not recommended to delete OOTB fields).
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