When a rep logs into Sales Link it would be helpful if it provide them visibility of what they had going on in COTI as well in a summary form; ex: 5 deals in Phase 1 (specific to their phase or other phases - like shipping), 10 deals in Phase 2, 5 deals invoiced this month, ect.
Kelly Kotara
Agree! Also reference SLSLNK-I-116. We need a complete sales funnel view in our "CRM" package...basic stuff.