I know documentation says the values for "became a lead date" and other lifecycle stages can't be updated, but can they become editable? Any mistaken updates to a contact's lifecycle stage will require someone to manually update the stages the day o Beitrag ansehen

We have created a Custom Object for Sales Tickets and use a pipeline BUT we are not able to make any properties mandatory unless its at the creation stage. We want to be able to make certain properties mandatory at certain pipeline stages. For Beitrag ansehen

Hi all! I have a problem that I think needs some crafty problem-solving minds. We track all of our expansions through the deals in an expansions pipeline. We have some customers who ask for new seats or add-ons pretty regularly, so we'll end up Beitrag ansehen

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Beitrag ansehen

The styling on Playbooks makes Playbooks very hard to read and really messes with the usability of this tool. It would be great if you had more control over the fonts and font sizes, etc. But at a minimum please make the size of the fonts re Beitrag ansehen

Currently the search function for tickets only displayes results based on the name of a ticket. Quite often when searching for a ticket/email the title is not known, which leads to frustration. The solution I have found is to search via contact in Beitrag ansehen