Change of Heart Process Goal: Define a Process for when a New Dealer hasn't signed up for OB and they respond back saying they changed their mind and no longer want to be a Dealer.
Key Points:
This is a Company Property
Drop Down Select with Options Including:
Pricing
Chose a Competitor
Lost their Client/Bid
Other
This Property will be located in the Onboarding Section on a Company Record
Onboarding Section
This is Located on a Company Record
Left Column of the Record
Change of Heart Property has been Added to this Section
This Report is Located on the Deal Services Dashboard
There is a Report will show Data when the Change of Heart Property is known
AND The Companies Create Date was In the Last 30 Days This Report will Display:
Companies Name
Total Revenue
Change of Heart
