Add a deal for a prospect
Can't add a pending deal for a client that isn't already billing.
Issue - need to be able to prospect.
2
votes
Mishelle Embry
shared this idea
Already a feature within Matrix. Sent over to support for follow up.
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AdminRyan Moore (Product Owner, Matrix) commented
This is already a feature within Matrix. I will have a member of our support team give you a call in order to give you a hand.
Thx!