Popup screen after won deal

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. 

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  • Keely Biggs
    Keely Biggs Posts: 17
    edited August 2020 #2

    great idea! similar to how the lost reason pop up works...

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited 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 Fields

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