We sell both month-to-month subscriptions for single cases or annual subscriptions for those customers that have multiple cases. The CLO asked me to find out what percentage of annual subscriptions Legal touched, and it took me 9 hours to confirm this from a list that SalesOps provided me.
Our process is that when one of 14 or so conditions are met, it triggers Legal review, at which point, I have it assigning to an internal alias. Once the commercial team gets notification, they assign the Legal team member who's going to work on the contract.
I tried to look in the dashboard for those workflows where someone from the commercial team is an approver, but what that doesn't let me do is to find those workflows where we had overflow counsel working (we hired someone full time, and so now overflow counsel no longer has SSO credentials, which means that she won't show up in the picklist).
Is there an easier, less eye-bleeding way to do this?
cc: @Frank_Montes
