Add capability to choose "Office" when adding a deal
Currently, from the Deals screen, you can choose your "outlet", however "office" is automatically selected, from whatever is listed first in alphabetical order. If you "edit" the deals details, you can switch your office, but that should be part of the main Deal Screen. My reps are forecasting for outlets, and because they're not aware of what office is being chosen (because they aren't clicking into the edit field) it's messing up some reports. I found a "work around" for now, but wanted to add feedback as well.
Mindy Gibson
shared this idea
We have made the Office field much more visible within Monarch and have noticed the amount of tickets from various customers trending downward to non existent.
Thanks for the feedback and we can’t wait to see you all in Monarch utilizing this great enhancement!