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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Allocation Requests Question
Hi - I'm an Account Exec, selling Professional Services. I'm looking for a way to see if I've entered an allocation request for all deals in my pipeline. I am NOT using the Opportunity module. My pipeline is currently tracked through a stage within the Project module. Has anyone done something similar? It would be great to see it visually on the screen I'm viewing the project stage.
Thank you.
Sarah
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