Automatically populate Outlet & Rev Type combination on deals
Automatically populate the Outlet & Rev Type combinations on deals so that i can't pick a rev type that shouldn't go with that Outlet.
We have completed the functionality that allows you to have a better relationship between the Outlets and Rev Types so that deals only allow you to select Rev Ty pe approved for the Outlet chosen. Reach out to your Success Manager for help with this as it does require admin functionality to execute.
Thanks for the feedback!
Pete Carissimo commented
Salespeople should not be able to add pending to an Outlet that they do not own on an account. To do this we will also need to not remove the outlets that are not yet billing but were already claimed on the account after the account starts to bill.