Different Deal Types (and different automation templates)
There are a few different types of deals we have and it would be useful to have either different automation templates or perhaps different deal types.
I have a specific product I sell over and over. I would like to be able to choose that product as my "Deal" and filter by those deal type that are active.
Agreed. We have different flow patterns/pipelines depending on the project and would like to be able to sort accordingly and move deals between them.
i often have 3 year deals, invoiced annually. therefore i need to create year 2 and year 3 deals based on the year 1 deal. i need to be able to do this by duplicating the year 1 version of the deal and not re-creating it three times