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Deal Desk

Tracking All Viewers

May 19, 2023

Sales Reps and Sales Operators now have visibility into when visitors with an unauthorized email attempt to view a proposal. RevOps has always blocked access in this situation, but now allows visitors to "Request Access".

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When view access is requested, RevOps sends an email to the deal owner to approve or deny the view request. Deal access can also be controlled through the Deal Overview page. Visitors that request access will not be able to view a deal until the deal owner explicitly approves the request.

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