Turn an Activity into a Deal
Give AE's the ability to modify an activity and turn it into a deal so that it follows the sales cycle and requires less typed entries
5
votes
Steve Watt
shared this idea
Declining as the users feel it is unnecessary after using the product for a longer period of time.
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AdminRyan Moore (Product Owner, Matrix) commented
Is this an opinion your entire team shares?
I have to admit it was the first time we have ever heard something like this as they are considered fairly different parts of the sale, but we are open to hearing more information.
Thanks for getting back to us so quickly! Really appreciate the follow-up :)
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Clare Gibson commented
After using this site for a longer period of time, I realize that this may not be necessary.