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.
