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BradleyE
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Member since ‎Aug 8, 2019
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Bradley Emery

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BradleyE on January 31, 2020
Related Companies -- Included in List Segmenting and Work Flows
Contacts can have 1 "Associated Company" and several "Related Companies". Workflows and Lists can be generated based on properties of "Associated Company" BUT not "Related Companies" - as I've been told Related Companies is still a BETA feature. read more
Reply Idea Companies Contacts
14 upvotes
7 Replies
BradleyE on October 30, 2019
Workflow Enrollment Management and Tracking
Currently, you can view all of the "Workflow Memberships" for a given Contact simply by viewing the Contact itself and viewing the right-hand side menu. However, this does not exist for Company and Deal objects and would be super beneficial if it read more
Reply Idea Companies Deals Reports
5 upvotes
1 Reply
BradleyE on October 29, 2019
Workflow Membership/Enrollment Tracking
Currently, you can view all of the "Workflow Memberships" for a given Contact simply by viewing the Contact itself and viewing the right-hand side menu. However, this does not exist for Company and Deal objects and would be super beneficial if it read more
Reply Idea Contacts & Companies Workflows
8 upvotes
2 Replies
codymiles512 on January 08, 2018
Custom Fields to Products
Right now, the products feature only supports 1) the product name, 2) the product quantity, 3) the product cost, and 4) recurring or fixed price. It would be incredible if I could associate custom fields with products. In my world, I need to b read more
Reply Idea Products & Quotes
267 upvotes
131 Replies
BradleyE
Participant
September 17, 2019
Due to the lack of custom properties for Products, we've had to resort to tracking specific details on our SaaS products within the Deal. However, th...read more
Solved
TomS on February 11, 2019
Mandatory properties on Deals get skipped when creating a deal
Hi all, We're making use of mandatory questions/properties when moving deals through the deal stages (see screenshot for the overview). Unfortunately, when creating a deal AND putting it to Won straight away, the mandatory questions w read more
Reply Discussion Deals
15 upvotes
19 Replies
BradleyE
Participant
August 08, 2019
Hi @jennysowyrda , Thank you for your reply. My understanding is that the option outlined by @MFrankJohnson creates a universal required prop...read more
Solved
TomS on February 11, 2019
Mandatory properties on Deals get skipped when creating a deal
Hi all, We're making use of mandatory questions/properties when moving deals through the deal stages (see screenshot for the overview). Unfortunately, when creating a deal AND putting it to Won straight away, the mandatory questions w read more
Reply Discussion Deals
15 upvotes
19 Replies
BradleyE
Participant
August 08, 2019
Hi @jennysowyrda , Thank you for your reply. My understanding is that the option outlined by @MFrankJohnson creates a universal required prop...read more
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