Our accounting team would really like to be able to lock all properties on a deal after the deal has been closed won. This will ensure that sales members cannot change anything after the deal closes to affect their bonus. It will also ensure that th read more

The intention here is to create a Playbook that acts like a folder. The Plays within the playbook are then created underneath the parent. Two types of plays would be ideal 1) Sequential - this is in line with your process (Sales Stages as a read more