Conflicts begin in a “Blocker” status by default; setting Conflicts to a “Non-Blocker” status can be performed individually or in bulk on a single deal.
The process to set a Conflict to “Non-Blocker” is as follows:
Select the Conflicts that you would like to set to “Non-Blocker” status
Engage with the hamburger menu and access the Workflow tab
Select “Set to Non-Blocker”
Enter a Comment to indicate why the Conflict was set to “Non-Blocker” status.\
At this point, the selected Conflicts will be set to “Non-Blocker” status.
If all Conflicts on the Deal are set to “Non-Blocker” status, then the triangle will change to yellow and Workflow can be accessed on the Deal record.
Step | Action | Result |
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2. Select the conflicts that you would like to set to "Non-Blocker status". |
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3. Go to the hamburger menu and go to workflow tab and Select “Set to Non-Blocker” |
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4. Enter a Comment to indicate why the Conflict was set to “Non-Blocker” status. |
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