I'd like to be able to control which properties appear on the "card view" in the
Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts
I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time.
The separate functionality -- required deal C read more
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
When a user creates a deal, they see the option to add a product. However, some sales professional users don't use products, or don't want all of their team members adding products to deals. If users have the ability to customize which properties yo read more
Our Customer Service Team uses a Shared Conversations Inbox.... They create tickets from emails and close out the emails in the inbox once a ticket is created - the inbox then reflects only 'unworked' emails. When using the conversations Inbox i read more
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.