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lisat2m
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Member since ‎Jan 21, 2017
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Lisa Scott

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lisat2m on April 05, 2017
Move closed won and closed lost from deals dashboard
Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.
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9 upvotes
12 Replies
lisat2m
Top Contributor
March 31, 2023
No – the only way to do it is to create a filter and save that view.
Solved
lisat2m on April 05, 2017
Move closed won and closed lost from deals dashboard
Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.
Reply Discussion
9 upvotes
12 Replies
lisat2m
Top Contributor
March 31, 2023
No – the only way to do it is to create a filter and save that view.
Solved
lisat2m on June 08, 2020
Rename a pipeline
We currently have 3 pipelines and I'd like to rename them and create an additional pipeline. What happens to the deal that are active, not Close Won or Closed Lost, in that pipeline; do they automatically update with the new pipeline name? What abou read more
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0 upvote
1 Reply
Solved
Michelle3 on June 25, 2018
Missing email @mention notification
Hi, We have been having an issue where the @mention no longer sends emails if used within a deals but seems to work fine when used in contacts or companies. We have checked our notificaton settings and all boxes are ticked. Thanks
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0 upvote
11 Replies
lisat2m
Top Contributor
September 09, 2019
On an @mention notification in Outlook, the "view mention" takes the user to the Company record and not the deal record. The company and deal are ass...read more
Solved
lisat2m on August 22, 2019
Deals associated with Company
We have deal records associated to the company. We do not want all timeline activity from the deals to appear on the company record. I understand we can uncheck the company when leaving a note, task, email, etc. (cumbersome but, it works). My questi read more
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1 upvote
2 Replies
Solved
lisat2m on July 19, 2017
Require specific properties when creating a deal
Is there a way to require a contact be added when a new deal is created? I know you can now require certain properties when creating a deal, but don't find contact name as one of the properties. We want to ensure each deal has a contact associated w read more
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8 upvotes
10 Replies
lisat2m
Top Contributor
August 22, 2019
@VitalityWrks totally agree - that goes back to my original ask to make this a required field or let Admins pick and choose which fields should be ...read more
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