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.
Being Review for Q3