We need a default property which captures the first activity date Being able to measure the time that a deal is created to the first time an activity is done on that record. It is able to be done in a contact record but not a deal.
We would love to be able to duplicate or clone quotes. We have long quotes sometimes that can be used across many customers and it would be great...read more
Our company has 4 office locations which quotes need to be sent from. We can change the address on the quote but having a drop down select for this w...read more
We need a default property which captures the first activity date Being able to measure the time that a deal is created to the first time an activity is done on that record. It is able to be done in a contact record but not a deal.