Pipeline Categorizations

Until we are given the ability to add our own ‘custom quick selections’ within the deal pipeline, can the system bring in our already created Custom Plans as options to choose from when recording a win in the deal pipeline?

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

💡 Feature Request

Date

3 months ago

Author

Review Pulse 360˚

Subscribe to post

Get notified by email when there are changes.