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tmckenna
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Member since ‎Sep 6, 2019
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Tonya McKenna

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abbyghattas on December 31, 2019
Automate Workflow From Playbook Submission
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
Reply Idea Workflows
194 upvotes
44 Replies
tmckenna
Member
January 28, 2020
Yes! I am looking for the same playbook functionality.
kristusv on January 22, 2020
Merge Deals
It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for read more
Reply Idea Deals
460 upvotes
51 Replies
tmckenna
Member
September 06, 2019
Any update on this feature? We have a lot of dup deals that need to be merged.
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