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ChristelleH
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Member since ‎Nov 16, 2022
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Christelle Hascher

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ChristelleH on July 27, 2023
Choose what to display when clicking on column
Hi there ! I am creating a report based on 3 deals properties: - Close date - Amount (hidden in my screenshot 🙂 - Probability The "Probablity" properties is a made up one, which allows to choose between 4 categories depending on the su read more
Reply Discussion Reports
0 upvote
1 Reply
Solved
ChristelleH on January 05, 2023
Opening a Task redirects to a Deal
Hi all! When I click on a task title, it redirects to the associated company of the task. This does not suit our organisation. Indeed, we might have several deals open for the same company. So when we open a task by clicking on the titl read more
Reply Discussion Deals Tasks
2 upvotes
6 Replies
ChristelleH
Participant
April 25, 2023
Hello @NGoasguen . What I have done with my colleagues is that we changed the display of the columns when you are on the "Tasks" page. We added ...read more
Solved
ChristelleH on February 09, 2023
Workflow with second trigger
Hi Community! I am creating a workflow that moves Deals where there has been no exchanges for the last two months to the archives. But, I want to have an automatic email to warn us that the deal is about to be moved to the archives one week read more
Reply Discussion
0 upvote
2 Replies
ChristelleH
Participant
February 10, 2023
Hi @karstenkoehler , and thanks a lot for the answer. I did all the changes, should be working now 🙂
Solved
ChristelleH on February 09, 2023
Workflow with second trigger
Hi Community! I am creating a workflow that moves Deals where there has been no exchanges for the last two months to the archives. But, I want to have an automatic email to warn us that the deal is about to be moved to the archives one week read more
Reply Discussion
0 upvote
2 Replies
ChristelleH
Participant
February 10, 2023
Hi @karstenkoehler , and thanks a lot for the answer. I did all the changes, should be working now 🙂
Solved
ChristelleH on January 10, 2023
Change Deal Properties depending on column
Hi all! When you open a deal, there is a left panel with a "About this deal" part. I would like to make a property called "Closed lost reason" appears in that left part only when a deal is moved to the "Closed lost" column. This way we d read more
Reply Discussion Deals
0 upvote
2 Replies
ChristelleH
Participant
January 10, 2023
Hi @karstenkoehler Unfortunately, we are using a professional subscription. Anyway, thanks for the quick answer 🙂
Solved
ChristelleH on January 10, 2023
Change Deal Properties depending on column
Hi all! When you open a deal, there is a left panel with a "About this deal" part. I would like to make a property called "Closed lost reason" appears in that left part only when a deal is moved to the "Closed lost" column. This way we d read more
Reply Discussion Deals
0 upvote
2 Replies
ChristelleH
Participant
January 10, 2023
Hi @karstenkoehler Unfortunately, we are using a professional subscription. Anyway, thanks for the quick answer 🙂
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