Tie Projects to Deals
Please tie Projects to Deals so that the AEs don't have to input amounts pending twice to track
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Kerri Blanco
shared this idea
You can now update your deals while on a project as well as your projects while on a deal!
This aids in streamlining the workflow to allow salespeople to work form either location without the need to go to both locations when updating your spot forecast as well as your pitched projects.