Now you can delegate existing approvals too!
Someone getting sick or moving companies should not create complete chaos. Now you can easily delegate not only their future approvals but also their EXISTING approvals.
Feature: 'User Setting' - 'Delegate Approval'
Bring the right people from your team to create a unique team selling experience.
You, as an admin, now have the option to assign specific teammates on every deal. And you can configure this option based on rules. For example, you can choose to assign your CRO to be part of an enterprise DealRoom and not a mid-market DealRoom.
Configure at: Version Settings → DealRoom Settings → Auto-join Rules.
Your sales reps can continuously see the product summary section on the quote details screen, even while scrolling around. All they have to do is pin or unpin the product summary section to get it to float on their screen.
Click Here to learn how to use it.
Sales managers should be pleased about this: now they can approve or reject approvals from the Pending Approval Report without needing to drill down into each approval.
Click Here to learn how to use it.
Now you can sync more information from your CRM to the playbook by running queries in regular question groups. This enables you to pull additional data from your custom objects related to accounts and opportunities.
Click Here to see how to configure it.
Various general attributes of the line item (like 'list price', 'total discount %' etc) can now be synced back to Dynamics 365. This is especially helpful if you sell multiple bundles as it provides full visibility of the bundle source for every product (Line Item) sold.
How to configure: Open your “Products” page, open “Actions”, click “Settings” and then click the “General Attributes” tab. Click “Add attribute”, and select the relevant attribute and where you want it to sync to. You can see this illustrated in the GIF here.
Sometimes you need approval from just one person, but it can be any one of several people. Now, for added flexibility, you can assign multiple potential approvers to your workflow.
To configure this for yourself, go to your “General Workflow” settings, and in the “Request approval of” dropdown menu, select the relevant people who can provide approval.
