Add a Deal to an Agency without an Account
There are times when we are working a deal with an Agency to provide "X" amount of dollars of revenue from their leads repository. During this time, Management would like us to forecast how much business we anticipate on getting.
It would be great if a deal could be create for an Agency w/o having to attach an Account.
I know this is not an unusual request, as other markets have the same procedure.
Thank you.
2
votes
Jamie Hare
shared this idea
We are currently beta testing this and wrapping up development. Should be seeing this live in our Monarch product in the coming weeks!