Add Related TSO / Activity to Premium Deal Page

Currently you cannot access the TSO and related activities from the Premium Deal sheet. You can log activities that are related to the deal, but not the TSO that is associated. If you are able to access that TSO record on the activities screen that is already on the Premium Deal, reps can update both the opportunity and the Premium Deal in one place instead of having to click on multiple pages / access in various parts of the KORE module

  • Guest
  • Jun 4 2020
  • Future consideration
  • Attach files
  • Russell Scibetti commented
    17 Jul, 2020 11:58am

    In general, a stronger link between premium deals and opportunities would be great (we're on native opps, not TSOs)