Notes for August 10, 2024

Monarch

• Deals can now have multiple contacts affiliated with it. We removed the single Contract control from the Deal Summary and replaced it with a multiple contact pod that allows you to quickly add contacts from the Account and/or Agency on the Deal as well to view the Email Address and Phone Number to easily reach out to them.
• Deals can require Accounts and Agencies to have address information in order to create the deal or to move the deal to a later Sales Stage. Additionally, Contacts can be required to create a deal or move the deal into a later Sales Stage as well. This should help with the overall quality of data and streamline the process in the long run.  Reach out to your Success Manager to learn more!
• The Deals Created Report was showing negative days open when an Account was partially reassigned and a single deal is split into two for each owner. We have updated the report to use the original deal's date to ensure the dates are correct.