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809CharlieTango
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Member since ‎Jun 15, 2017
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seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
572 upvotes
142 Replies
Key Advisor
January 13, 2022 13:11
@Dylan Can we take this one step higher and offer duplicate flags with the ability to review and merge within the actual contact record as well?
VagaeNatus on April 24, 2017
Hello Team, Our use case: We have various pipelines, for various sales cycles and sometimes various types of contacts or companies. The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal pr read more
282 upvotes
96 Replies
Member
September 14, 2021 09:48
Really need this. Not sure when this can be done, but this is a pretty big flaw.
CoachAaronCCR on July 10, 2017
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
1024 upvotes
158 Replies
Participant
April 27, 2022 22:27
+1 this would be very helpful maintaining this is a real pain point
tpittman11 on September 06, 2017
This feature would be allowing the admin to require fields be filled out not only on deal creation (which is current functionality) but also when a deal moves from a certain stage to a certain stage. Example: My company charges both a subscript read more
66 upvotes
13 Replies
Member
May 03, 2022 03:34
Is there now a way to make 'required fields' specific to deal stage. For example, deal revenue is not known at the first stage, but needs to be manda...read more
CoachAaronCCR on July 10, 2017
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
1024 upvotes
158 Replies
Participant
April 27, 2022 22:27
+1 this would be very helpful maintaining this is a real pain point
CoachAaronCCR on July 10, 2017
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
1024 upvotes
158 Replies
Participant
April 27, 2022 22:27
+1 this would be very helpful maintaining this is a real pain point
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