Manager Deal Preferences
A manager should be able to select on an AE's Deals and the MGR or the AE's Deal Preferences should populate the Deal. It does not.
Thank you!
1
vote
Chris Pruitt
shared this idea
Preferences are once again pulled in by the account owner when creating a deal as a manager.
Ex: on the Deal Management page, clicking onto an account while expanding a salesperson will put that salesperson’s preferences onto a new deal created.