Popup screen after won deal
Emiel van Dijk_10937 Posts: 1
edited July 2022 in Ideas and Product Feedback #1
I would love to find a way to get a popup screen after we win a deal. Useful to double check personal data and/or add data that we did not report during the sales process.
Keely Biggs Posts: 14edited August 2020 #2
great idea! similar to how the lost reason pop up works...0
Inês Batata Admin Posts: 2,917edited August 2020 #3
Hi @Emiel van Dijk and @Keely Biggs , thank you for your input!
A good way to achieve this is to mark a certain field in your deals as required when losing and/or losing a deal. That way the system will force you to review the deal info before closing the deal. 😉
Learn more about this here: Required Fields0