Add quick deals back to Account List & Quick Deal Preferences
Add quick deals back to Account List so I can add a deal to every account with one simple click. Additionally, add quick deal preferences for deal lines to automatically appear when adding a quick deal.
Anonymous shared this idea
completed · AdminRyan Moore (Product Owner, Matrix) responded
Quick deal has been added back to the Account List. You'll see this in our next release.
Quick Deals and Deals share the same preferences for which rows will appear when you create a new deal so be sure to visit your Preferences page in order to setup the proper rows that you need on most of your deals.
Thanks for the feedback!