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santygomez
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Member since ‎Mar 8, 2019
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Activity

Mayayo on July 03, 2017
Disable default closed date on deal/company/contact level
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
Reply Idea Deals Sales Reporting
194 upvotes
60 Replies
santygomez
Participant
March 08, 2019
better if we can set the close date and other properties by our selves on each pipeline
AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
santygomez
Participant
March 08, 2019
Hi We also need this feature to vusually check the products that the lead wants to buy in the pipeline
VagaeNatus on August 03, 2017
Set Close Date Automatically when Deal Closes
Hi, When a Deal closes to either Won or Lost, the final Close Data is now known. Hence, it should be set automatically, as a time stamp on the day the deal either closes won or lost. Adrien
Reply Idea Deals Sales Reporting
24 upvotes
11 Replies
santygomez
Participant
March 08, 2019
hi we really need to be hable to define the close date on each pipeline as many other people as you can see on this thread-> https://communit...read more
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
334 upvotes
140 Replies
santygomez
Participant
March 08, 2019
Hi I also need to change the default close date to the day of creation of the contact, does anybody know if this feature is already available for us?...read more
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