topic Re: Adding a Deal in the Mobile App - missing Conditional Stage Properties in Mobile Application

Adding a Deal in the Mobile App - missing Conditional Stage Properties

MStrebor75 — Thu, 18 Jan 2024 19:56:14 GMT

So am i missing something? I set up all of these COnditional Stage Requirements but they don't show up in the App. This is causing a mass amount of missing and needed data.

Why would this not be synced?

Re: Adding a Deal in the Mobile App - missing Conditional Stage Properties

BérangèreL — Fri, 19 Jan 2024 12:10:53 GMT

Hi @MStrebor75, I hope that you are well!

I'm sorry to hear about your experience regarding this.

I would like to apologize for the frustration, data issues, and business impact this has caused.

I am not sure of what you refer to when you say "conditional stage requirement". Could you please share screenshots of what you see on desktop for this and what you see on mobile for this, please?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

I also wanted to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @Alex_Elborn and @beeginman do you have suggestions to help @MStrebor75, please?

If anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thank you very much and have a lovely day!

Best,
Bérangère

Re: Adding a Deal in the Mobile App - missing Conditional Stage Properties

danmoyle — Fri, 19 Jan 2024 13:46:00 GMT

Hi @MStrebor75 - I see what you're talking about. I tested this (I don't create Deals in the mobile app normally) and can see the conditional logic on desktop, but not mobile.

I think that means it's not a function in the mobile app. You can add your voice to this request in the ideas forum like I did. The more upvotes and comments, the more the product team pays attention.

Re: Adding a Deal in the Mobile App - missing Conditional Stage Properties

MStrebor75 — Mon, 22 Jan 2024 14:21:26 GMT

Thanks for testing that. I wasn't able to get back to this and Berangere's need for clarification before today. It is a real disservice to my team and the data if they have a lazy workaround. I did go to that idea thread and upvote it. Appreciate the direction.

Re: Adding a Deal in the Mobile App - missing Conditional Stage Properties

DHicks9 — Thu, 22 Feb 2024 20:17:01 GMT

My organization is having the same issue.