Append training types to each deal's training list
Append training types to each deal's training list
Your deal records often miss normalized training types, causing proposal errors and slow outreach. This consolidates program types on each deal so your business development team can quote same day.
Overview
When deal records miss program tags, proposals and outreach slow down and lose context. This flow consolidates training types onto each deal record so account managers can produce accurate quotes and follow up the same day.