CloudLink Ideas Portal

Completed Deals Section or Report

I would like to see an completed deals section of COTI or a report built for these deals. Once a deal has a completed checklist, each phase is complete and it's been invoiced out of DBS and that information makes it into COTI; it still shows up the sales rep's TOTAL number in the workflow but it is not in any phase count. I'd like to see these deals OUT of the phase count and in view in their own section/report.

  • Kelly Kotara
  • Apr 2 2018
  • Already exists
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  • Admin
    Mary Daul commented
    May 14, 2018 14:22

    Being Review for Q3



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