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  1. Intelligent Mobile Support
  2. SALES MANAGEMENT TOOLS: Deal Manager and Identify Best Practices
  3. Deal Manager Frequently Asked Questions

Deal Manager Frequently Asked Questions

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  • What happens if there's remote acceptance and the user (Comfort Advisor or office staff) makes a change?
  • When are changes made by a Deal Manager Office User sent to Service Titan?
  • Why is the Proposal Status on Some Quotes "Obsolete"?
  • Live Training Sessions for Deal Manager
  • How Do I Activate Deal Manager for my organization?
  • Why does the Proposal Status display WIP/Closed ?
  • App User: How Do I Find an Obsolete Proposal?
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