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guod123
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Member since ‎Sep 25, 2019
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Douglas Grennan

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guod123
Member
October 02, 2020
Reply to Buying Roles as a Deal Property rather than a Contact Property
I 100% agree with this. We should see buying roles at the deal level, not contact level. Associate it per deal, and could copy a previous deals buyin...read more
guod123
Member
June 11, 2020
Reply to Customize default deal name
So you would have a workflow trigger after create date, or modify date etc. Then the name from the existing field will write to a new field called ...read more
guod123
Member
June 11, 2020
Reply to Customize default deal name
Couldn't you just make a workflow that updates the name after create? So you would have a workflow trigger after create date, or modify date etc...read more
guod123
Member
May 04, 2020
Reply to Customize default deal name
Please I would love a status on this as well!
guod123
Member
February 14, 2020
Reply to Customize default deal name
yes please
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