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SParker4
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Member since ‎Feb 17, 2021
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Shea Seeger

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SParker4 on April 26, 2022
Connect Call logs to call-type Tasks
For sales teams, we can assign a call-type Task to a user so they call a prospect, which is great, but there should be one clear next step to document notes from the call. Currently, there are two disconnected options: We can populate comments on read more
Reply Idea Tasks
1 upvote
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MFrankJohnson on January 17, 2020
Mandatory properties on Deal STAGES get skipped when creating a deal
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C read more
Reply Idea Deals
120 upvotes
30 Replies
SParker4
Member
October 22, 2021
This is very important - we need this functionality. Without it, it makes required fields much less valuable and the data much less useful (garbage i...read more
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