DealSheet FAQ
Common questions related to DealSheet
Maybe the person does not have a license for DealSheet or their user profile does not have the correct layout. Check with the Salesforce administrator that ...
Wed, 26 Jun, 2019 at 8:55 AM
DealSheet is built to be used in Salesforce and allow for collaboration across the opportunity team. If you think changes have happened in the plan, and...
Tue, 12 May, 2020 at 10:17 AM
Situation: You want to use DealCoach but are unable to see the menu item in the DealSheet pages. Solution: DealCoach needs to be turned on for users o...
Wed, 17 Mar, 2021 at 10:47 AM