When a sale is made of your product or service, a deal is not sold, or a client is lost, these transactions should be moved to the ‘Closed’ section of the CDD register as opposed to being deleted.
Written by Jessica
Updated over a week agoWhen a sale is made of your product or service, a deal is not sold, or a client is lost, these transactions should be moved to the ‘Closed’ section of the CDD register as opposed to being deleted.