Seeds milestones and value gates from the current template (). Only the first section below is required — everything else can be filled in later from the plan page.
Creates a no-login link the customer can open directly. They see milestones and value gates — not the negotiation price path.
Save the current filters to reuse later, or set as your default.
Pick a seeded rep, SE, RD, or SEM to preview the app exactly as they'd see it — read-only, no edits are saved while viewing as someone else.
🔒 For Deal Desk / approval reviewers only — internal use. Never send this to the customer or partner.