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John-Wick
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Member since ‎Jan 11, 2021
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John Wiksten

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John-Wick on February 11, 2021
Workflow problem - Line Item information to be sent
Hi people, Is it possible to recieve ”Line Item”-information throughout a deal in workflow? We would like that, for example the productionline would like an e-mail to be sent when it hits a certain dealstage. It's a saleorganization so preferabl read more
Reply Discussion Deals Workflows
0 upvote
2 Replies
John-Wick
Member
February 12, 2021
Thanks for sharing! I would think that someone knows if this is possible or not? Best regards, John Wiksten
John-Wick on February 11, 2021
Workflow problem - Line Item information to be sent
Hi people, Is it possible to recieve ”Line Item”-information throughout a deal in workflow? We would like that, for example the productionline would like an e-mail to be sent when it hits a certain dealstage. It's a saleorganization so preferabl read more
Reply Discussion Deals Workflows
0 upvote
2 Replies
John-Wick
Member
February 12, 2021
Thanks for sharing! I would think that someone knows if this is possible or not? Best regards, John Wiksten
Solved
John-Wick on January 21, 2021
Filter: OR as an option?
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own read more
Reply Discussion Professional
17 upvotes
10 Replies
John-Wick on January 11, 2021
Street Address and billing address, best practise?
Hi all, We have some difficulties on the approach for my client that work in sales with an own production line inhouse. We would like to have an automation when a deal is in a certain stage (registrered order) with the correct information to read more
Reply Discussion Professional
1 upvote
1 Reply
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