I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal.
When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Right now you only have the abilty to create tasks in workflows.
Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t read more
Being able to simply select the product(s)/services within the mobile app and send the quote (lower price tag stuff only like a few service days or a smaller quantity of a certain product eg for a POC) to your customer right while you are in the scop read more