Linked Deals Created by Cloning or Rollover Tool

This should be a simple to implement yet powerful change. There are two ways deals get created from another deal: Clone button or the Copy Forward option of the Rollover tool. Since you are creating a new deal sheet from another deal sheet, why not have a "Source Deal ID" field on the kore_contract object that is auto-populated by these two processes? Think about renewal reporting, deal comparisons, etc - all become instantly better!

  • Russell Scibetti
  • Jul 16 2020
  • Needs review
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