Win-loss analysis note when a deal closes

A short win or loss note written when a deal closes, for you to check.

What it does

When a deal closes, Xevol writes a short note on why it was won or lost, from what is in the record. You read the note and correct it before it is saved.

What it can touch

Not installable yet. Available on request. We publish what a job can touch here once it can be installed.