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steph2829
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Member since ‎Jan 6, 2020
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Steph Addison

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steph2829 on October 12, 2022
First activity date in a deal
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.
Reply Idea Deals
2 upvotes
2 Replies
steph2829
Member
June 01, 2022
Reply to Display empty values in report charts
This would be an extremely helpful feature!
steph2829
Member
April 27, 2020
Reply to Clone Quotes
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
steph2829
Member
March 11, 2020
Reply to Have multiple company addresses from Branding to select from for Quotes
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
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