Hi,

When creating an opportunity in Gainsight, it would be ideal if Admins could either preset values in certain field or allow for more lookups associated with the account during opportunity creation.

For example, if we have a Stage field for the opportunity that is a required field in order to submit the opportunity, we always want that to default to the first Stage in the sales process and as an Admin I’d like to pre-populate that for our CSMs. As of now it’s a picklist that allows any value to be selected. 

Thanks for considering!