Bulk Creation of Deal Sheets For Sales Process

Teams would like to bulk create Deal Sheets at the beginning of the sales process and assign them to team members, similar to the ticketing end. The expectation would be that no Deal Lines would be created as a part of this process, but this would give the 'shell' for a salesperson to begin working.

  • Dan Smith
  • Jul 10 2020
  • Needs review
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