Notes for May 26, 2021
- The option to select N/A as a revenue type on a deal will no longer be valid and has been removed. This was a value generated by Monarch and served no real purpose to the front end user interface. If you had N/A previously selected or set as a preference on deals it has also been removed from there. Organization with their own user created N/A value will still be available.
- Emails will be automatically generated for salespeople when a manager approves or denies requests for reassignment. Please note that you must be on our new Multi-Stage workflow which is still rolling out to all customers.
- Managers approving leads as part of the Multi-Stage workflow on the Prospecting page will now be able to expand the lead in order to see which Outlets are being claimed.