Be able to enter pending deals and select from a drop down menu a specific sales package or project that is being pitched.
Be able to enter pending deals and select from a drop down menu a specific sales package or project that is being pitched.
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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.