On any deal, new options will exist to fill in values for TMS under the Details section.
- TMS Support section with the ability to put the Resource and the TMS Library item used if applicable.
- Note how the default is nothing selected.
- Options will include "None" which must be selected by a salesperson to note that no TMS Support was used as part of this deal. This will report separately from nothing being selected.
- If None or TMS Strategist are selected, a TMS Library option is not available to select.
- If a value with TMS Library is selected, then the user must choose from the multi-select TMS Library options.
Note - A user cannot attribute individual rows to TMS or set different library values per row.