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Pipeline Settings- Optional Premium and Revenue on Won Deal Announcement Email

Once toggled on, any team member who successfully secures a deal will have their achievement highlighted, showcasing successful deal closures with premium and revenue goals highlighted on the won deal announcement email.

Use Case: Displays agents’ successful deal closures with premium and revenue, fostering motivation and accountability within the team.

To View the Enhancement:

  • Navigate to the Pipelines module.
  • Then, click on the three-dots icon and select “Pipeline Settings” from the drop-down.
  • Click to toggle on: Do you want to show premium and Revenue and won announcement email notification?
  • Now, any team member who clinches a deal will showcase the premium and revenue in the won deal announcement email.

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