Tie Notes & Contacts to specific SuccessCycles
Our product can necessitate phased rollouts that vary office by office — meaning we run multiple SuccessCycles in parallel where the timeline varies office by office.
In this scenario — it would be really helpful to be able to tie specific engagement notes and contacts to specific SuccessCycles to help stay organized as to where that specific office/project is at in the process and who's involved.
In this scenario — it would be really helpful to be able to tie specific engagement notes and contacts to specific SuccessCycles to help stay organized as to where that specific office/project is at in the process and who's involved.
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