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MickeyFineGrain
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Member since ‎Nov 11, 2019
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SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1041 upvotes
312 Replies
MickeyFineGrain
Participant
March 09, 2020
Hi, Any update on this development? It would be great to be able to have subsets of properties as well for example if I chose optiions X from a dro...read more
MickeyFineGrain on November 12, 2019
Re: Hide deals that have been won/lost
Hi, thank you for the reply. Unfortunately this is not what I am trying to do, I am aware of the filters. Your answer essentially just empties out that stage. I just want to hide older ones and keep recent newer deals in the pipeline. I am lookin read more
Reply Idea
8 upvotes
5 Replies
Solved
MickeyFineGrain on November 11, 2019
Hide deals that have been won/lost
It would be great if there was a way to hide deals from pipelines which have been won or lost without having to delete them. We are a commercial real estate company and one of our pipelines is a leasing pipeline. The two final stages are "CLOSED W read more
Reply Discussion Companies Contacts Deals
10 upvotes
2 Replies
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