Have the ability to go into the Deal setup from the Performance page
When on the performance page looking at a full month….if there is pending money, that account has a green dot before it which you can click and quickly be taken to the deals page and update all months
For the accounts that don’t have any revenue pending, wouldn’t it be convenient to have a different colored button before the account name that you could also click and go right to deals?
Changing deals appears to be simple….adding a deal takes too many steps.
Tom Gaertner
shared this idea
We have implemented the ability to update and create deals from the Sales Outlook (which was formerly part of the Performance page, now merged into Home as a data card).
You’ll now see Green dollar sign buttons to indicate when a deal exists that you can edit, or gray dollar sign buttons to indicate no deal exists with the ability to create one.
Thanks for the reminder that this was an incomplete workflow without it!