Need a way to clone recurring deals.
copy/clone a deal for an advertiser over multiple time periods
Jason Wilson
shared this idea
We have just released this today. Every deal profile now allows you to clone the deal which will copy values like the Outlets, Office, Category, Account, Contacts and more.
It will not copy the dollars, estimated close date, activities or note.
You will be prompted to give the new deal a name and optionally a new time frame.
Happy deals to you!
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Anonymous
commented
Awesome!!!! I believe by having this type of functionality available to the AE's will be able to pitch the same offers to multiple clients without having to manually create them one by one.
The pro:
- Saving time and effort for EA's to do their jobs when offering the same deals to multiple clients.I just had a customer asking me for something like this today and suggested for us to add it.
I'll keep an eye on this threat