Enhance Clone Deal Tool

Idea is to improve the deal cloning with some settings form that would ask about what status to put the deal in after cloning, what confidence level, what estimated day to close, etc.

Users don't realize that unchecking the "Copy All Years" box will reveal more options.  Either show it and have it greyed out, or some other way to let users know there are more options.

Also, have a page that will help handle the situation when you have multiple rate cards in the new deal.  Currently when there are multiple rate cards the system doesn't know which one to choose and just leaves it off the new deal.  It would be nice to have a way to identify which items have duplicate rate cards and then a way to choose which one is used before the new deal is cloned.

Lastly, to have the new cloned deal pop in new window when wizard is complete.

  • Jared Carlisle
  • Jan 20 2017
  • Will not implement
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