Hi all,
Does anyone know if the Salesforce Lightning/DealHub integration has the equivalent of the "Update Revenue" button?
Our customer is unable to find this option in the layouts. I realize this may be more of a Salesforce-specific question, but I’m wondering if other customers using the integration have come across this and how they handled it.
Thanks in advance.
Hi! The standard integration package between DealHub and Salesforce only creates two new buttons: Create Quote and View Quotes.
There is no “update revenue” button associated with Dealhub.
I’m not personally familiar with that functionality, and someone else may chime in, but to me it sounds like a downstream activity that is distinct from and subsequent to the Quote creation in Dealhub.
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