Open Premium Deal Wizard from Activity Screen

I'd like to see the premium deal wizard open after clicking "Check Out" from the visualizer when getting to the visualizer from the Activity Screen.  I feel that it's confusing to the rep in that they don't always realize they need to go in and finish filling out the premium deal.  By opening the wizard they're able to just finish it right there.  I also feel like the instructions to save the opportunity need to be a bit more clear as to what needs to happen.  Meaning, when the visualizer opens it can sometimes open over the activity and the user may not realize that it's still open and may never go back and save it.

  • Jared Carlisle
  • Oct 24 2018
  • Future consideration
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