We'd like to see some different & additional data when searching for deal in COTI via stock, s/n, customer, ect. If there are multiple deals in COTI for the same customer, machine, ect we'd like to be able to see also which sales rep is on the deal and the deal date of each deal.
Kelly Kotara
It would be super helpful to be able to search Attachments added to a machine deal in COTI. Like...really helpful. Maybe add a Equipment ID Search to the drop down that searches those items in the equipment tab of the deal details.