Deal Management Pro allows configuration of topics and BU + stage wise auto-creation of activities and checks. The solution also auto-completes checks based on completion of activities matching topic, deal stage and BU.
Adding Topics
Topics allow users to ensure consistent agenda or subject for activities while ensuring matching between checks and there related activities. To create topics, navigate to the "App Setting" section of the app, click "Topics" and add topic for each distinct checks or activities.
Deal Configurations
Deal configurations instruct the solution on the checks and activities which need to be auto-created on deal stage of a specific BU. Only one active deal configuration should exists for Activities or Checks per BU and deal stage. Before creating Deal Configurations, create the necessary Business Units, Deal Stages and Topics.
Adding Check Configuration
Add a new Deal Configuration with the name "Checks". Set the proper Business Unit and Deal Stage. Add JSON configuration to the Value field. Note that the JSON value just mentions Topics for the auto-checks
Adding Activities Configuration
Add a new Deal Configuration with the name "Activities". Set the proper Business Unit and Deal Stage. Add JSON configuration to the Value field. Note that the JSON value mentions Topic and activity type for the auto-activities