Assign meetings to multiple deals
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Josh Pickering
Right now we have fake deals in fluint for agency partners so they can keep track of conversations about potential client intros that aren’t active OPPs and wouldn’t be in Salesforce. Being able to assign actual deal meetings with their clients to this “deal” would allow the agency team to get insight across all their deals in pipeline
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Stanislaw Pagowski
upvoting this - as a customer success manager, it would be ideal to gather information on the account level
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Rosie Daramola
upvoting this - our account management team would massively benefit from this as they work on account by account basis, not deals. The deal approach is making calls get lost/unassigned
A
Anna Dutton
upvoting this - our account management team would massively benefit from this as they work on account by account basis, not deals. The deal approach is making calls get lost/unassigned
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Nia Collins
Upvoting this for RecordPoint as well - ability to assign to multiple deals/accounts
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Nate Nasralla
Sammy Cooper, can we pull this into the roadmap convo tomorrow?
Sammy Cooper
Nate Nasralla - yes! I have it flagged for our chat later