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Augustus
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Member since ‎Sep 2, 2020
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Augustus on February 22, 2024
Restrict deals moving backwards to other pipelines
The new feature to restrict deals moving backwards through stages is great, but does it extend further to restrict movement backwards to other pipelines. We have multiple pipelines that act in a sequence so if a deal moves from one pipeline to anot read more
Reply Discussion Sales
0 upvote
4 Replies
Augustus
Top Contributor
April 08, 2024
Thanks @karstenkoehler that solution makes sense and is very helpful!
Augustus on March 01, 2024
Custom calculation property field IF logic not working?
Hi - I'm trying to build a calculated field that follows this logic like this: if([properties.dealstage] == "1234567", if([custom_property] == "Option 1 Condition","Option 1 Result",if([custom_property] == "Option 2 Condition","Option 2 Result", read more
Reply Discussion CRM
0 upvote
2 Replies
Augustus
Top Contributor
March 07, 2024
Thanks and I agree with your logic, but I think there is a lack of an "IS NULL" check as an if conditional - that's what I was trying to determine of...read more
Augustus on March 01, 2024
Custom calculation property field IF logic not working?
Hi - I'm trying to build a calculated field that follows this logic like this: if([properties.dealstage] == "1234567", if([custom_property] == "Option 1 Condition","Option 1 Result",if([custom_property] == "Option 2 Condition","Option 2 Result", read more
Reply Discussion CRM
0 upvote
2 Replies
Augustus
Top Contributor
March 07, 2024
Thanks and I agree with your logic, but I think there is a lack of an "IS NULL" check as an if conditional - that's what I was trying to determine of...read more
Solved
Augustus on February 22, 2024
Restrict deals moving backwards to other pipelines
The new feature to restrict deals moving backwards through stages is great, but does it extend further to restrict movement backwards to other pipelines. We have multiple pipelines that act in a sequence so if a deal moves from one pipeline to anot read more
Reply Discussion Sales
0 upvote
4 Replies
Augustus
Top Contributor
April 08, 2024
Thanks @karstenkoehler that solution makes sense and is very helpful!
Solved
Augustus on February 22, 2024
Create ticket in workflow when deal moves into stage
We have a need to create a ticket once a deal enters a certain deal stage. Is this possible and if so which license level is needed? We only have Sales Enterprise.
Reply Discussion Tickets
0 upvote
3 Replies
Augustus
Top Contributor
February 22, 2024
Thanks @Jnix284 for all of the replies and solutions, truly amazing!
Solved
Augustus on February 22, 2024
Copy an existing deal
We have a user case where we need to create copies of existing deals (when we lose a deal, we want to create a new copy to put into a separate pipeline to watch for future opportunity). Is there a way to copy over the details of a deal into a new read more
Reply Discussion Deals
2 upvotes
5 Replies
Augustus
Top Contributor
February 22, 2024
Thank you, that worked great.
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