Ability to manually update DMS number in deals
B
Brianna Dick
Sometimes DriveCentric saves a secondary deal number when pushed to DMS or we have manually built a deal in Reynolds. It would be very helpful to be able to update the DMS deal number manually.
Shelby Parker
Hello Brianna Dick! I have a few more questions for you:
- Can you provide more details on the scenarios where the DMS deal number needs to be manually updated?
- What is the impact on your workflow when the DMS deal number is not correct?
- Are there any specific rules or restrictions we should be aware of when implementing the manual update of DMS deal numbers?