Hi! It would be great and super helpful if each pipeline could have its own create deal form. We have four pipelines current…

Hi @CFalstad , I agree! This has been requested by many users before: Custom ‘Create Deal’ form for different pipelines I’d …

Hi Karsten - thank you for sending me that link. I did query before starting my own thread, but did not find this one you sen…

Hi @CFalstad , Good news: this is now possible! This feature is in public beta for Professional subscriptions. You can find …

@Karstenhoelher – thank you for the heads-up! I’ve followed the steps to get into the Beta, but the instructions are NOT work…

Hi @CFalstad , can you please try reuploading the screenshot? It is only showing the file name.

Hi @karstenkoehler , Hopefully this will work. I joined the beta, but it does not appear I have the access. I’d appreciate an…

Exclusive deal form for each pipeline

CFalstad December 20, 2022, 6:26pm 8

@karstenkoehler - were you able to see that new screenshot better?

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