Batch Assign Opportunity to Deal Sheet

I'd like the ability to associate an opportunity to a Deal Sheet or Premium Deal en masse. Salesforce and KORE are disjointed when it comes to opportunity creation for these deals, we're having to create the new Deals then manually assign each of the opportunities we created to track the pipeline.

For renewals this can be upwards of 60+ records we're manually having to associate which is a huge time suck.

  • Bree Green
  • Nov 22 2022
  • Needs review
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