We only sell through 3rd parties (resellers) to whom we send Estimates and Invoices. However, the Potential/Deal (in CRM) is associated with the end customer as we need that information.

Currently when you assign a Potential in an Estimate it only searches for Potentials/Deals with the same Company/Account Name.

Would it be possible to either wildcard the search, or map to a specified account to search for a Potential ?