Projects in Deals
When we say that the client is "Not interested" in the project, the deal should automatically be lost or closed
Anonymous shared this idea
completed · AdminRyan Moore (Product Owner, Matrix) responded
We have completed this work with a new and improved Projects experience in Monarch. Specifically the Deals and Projects are now separate but more easily reportable and manageable by salespeople. We’re soft launching this right now and would love to get your organization on board with it!
Either way, we’ll be doing a full roll out in early 2020 so if you want to take an official dive after the holidays that’s fine too.
Thanks for your input!