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lisat2m
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Member since ‎Jan 21, 2017
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lisat2m
Contributor
March 31, 2023
Reply to Move closed won and closed lost from deals dashboard
No – the only way to do it is to create a filter and save that view.
lisat2m
Contributor
August 29, 2020
Reply to Move closed won and closed lost from deals dashboard
Thank you. I'm not trying to move them from the stage closed won or closed lost; only trying to move from the view so it doesn't clutter. I do realiz...read more
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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lisat2m
Contributor
September 09, 2019
Reply to Missing email @mention notification
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
lisat2m
Contributor
August 22, 2019
Reply to Require specific properties when creating a deal
@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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