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Approvals & Approval Topics

Collaborative Deal Desk With RevOps

Jan 20, 2022

In "Collaborate Mode",

  • Users can quickly see how the deal proposed differs from the standard template of the deal.
  • Comments and approvals can be associated with any section of the deal.
  • Sales teams can toggle between edit and collaborate modes to make quick adjustments and respond to feedback.
  • Email notifications will be sent when Users are mentioned in comments or assigned to approve a section of the deal.


Learn more about Collaboration by visiting Building a Collaborative Deal Desk With RevOps blog.

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