Adding a Finance Manager to the Customer or Deal; Customer Card. | Voters

Adding a Finance Manager to the Customer or Deal; Customer Card.

gathering votes

Jenny Southard

Is it possible to have the Finance Manager pull over on a booked deal?

Mike Qeisieh

Yes please! Very beneficial.

Kumar Sivapragasam

This will definitely help!

Frank Salomone

Yes, very important

Trevor Headrick

Yes please!

David Takla

We need this ASAP please! It is actually hindering our ability to maximize profit by not having this function.

We would like it listed alongside, sales person, bd agent, closer
As a finance manager we would like to assign tasks on the deal to other finance managers
As a finance manager I would want to be able to access all deals/clients that have myself attached to them.

Thanks!

Bryan Smith

We need this!!!!!

Paul Van Huss

This will definitely help!

Spencer Ziegler

Yes this would help us figure out which finance managers to send customer questions and stips to.

Drew Adler

Merged in a post:

Finance manager added to deal info

J.D. Hunter

Old CRM systems let us see which finance manager handled a deal. This was important when documents had to be brought in after the fact or continued issues arose that need the finance associate's attention. This is especially hard if you are taking over a deal or a customer comes in that is someone elses who isn't here.

Shawn Goebel

Merged in a post:

Adding a Finance Manager to the Customer or Deal; Customer Card.

Rob Williams

Adding a Finance Manager to the Customer or Deal; Customer, details Card.

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