Renewal Rollovers - Create New Deal Sheet Stage and Rating Options

At the moment, when creating new deal sheets via the rollover tool for renewal deals, you're allowed to set the new approval step the renewal deal sheets that get generated go to. However, there's no option to set the stage or rating on those new deal sheets. Could this option be implemented into the rollover tool like the Approval Step?

The absence of this feature causes KORE to have to bulk update the stage and rating through the Support team which isn't ideal. It would be most beneficial if the customer can do this without having to go to KORE.

  • Guest
  • Jun 10 2019
  • Future consideration
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  • Russell Scibetti commented
    16 Jul, 2020 07:39pm

    YES, this!!!