Jun 10, 202210:34 AM - last edited on Jun 10, 20221:46 PM by kvlschaefer
Member
Custom Properties Block
Hello,
We recently switched from the Sales Enterprise plan to the Free plan. With the Enterprise plan we had 29 custom properties, but with the downgrade to Free we are down to a maximum of 10.
I have archived 20 properties, falling within the limit of the 10 custom properties allowed by the free plan, we now have 9 out of 10, consequently, these 9 should be updatable and editable, see attached image.
Within these 9, we have one custom property of fundamental importance to us, "Partner Name", it is the property we use to assign deals to our customers in the pipeline. However, within the property, it is possible to add the names of new partners, ex. Tinyclues, see attached image.
The big problem we are experiencing is that this property is not updated with the names of the new partners, added to the property with the free plan, when we want to assign a deal in our pipeline to one of the new partners added within the custom property, it is only possible to select partners who have been added to the custom property 'Partner Name' during the period we had the Enterprise Plan. see attached image.
We cannot understand why, as we are now within the limit of the permitted properties, this property is still not updated and usable. In addition, we have 15 dashboards, over the limit of the 3 allowed in the free plan, can it be this limit we are exceeding that does not make the custom properties upgradeable?
How can we solve it? We are stuck in this very critical situation for our company.
Thank you for reaching out to the Community and providing the screenshots!
The expected behaviour here is that you should be able to use the custom Deal property in new Deals, as you are still within the 10 custom property limit.
Dashboards shouldn't be an issue, but I'm wondering if multiple sales pipelines are the cause of the problem - do you maybe have multiple sales pipelines in your account? The free plan namely offers only one sales pipline.
It would be great if you can send me some additional information in a direct message via my Community profile so I can have a look at your account on our end: