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serena_rose
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Member since ‎Feb 3, 2020
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Serena Hernandez

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lisat2m on July 20, 2017
Add contact as a property to be required when creating a deal
I'd like to see contact as a required option when adding a new deal. When adding a deal, you can search contacts and add, but we'd like to see this as an option to require sales team to add the contact before the deal can be added. I'm thinking this read more
Reply Idea Contacts & Companies Deals
51 upvotes
16 Replies
serena_rose
Member
February 12, 2020
This would be super beneficial! I hate seeing our Team Members creating deals when no company or contact is associated. We need to have this to run o...read more
Mayayo on July 03, 2017
Disable default closed date on deal/company/contact level
Disable the automatic field for closed date on deal level and disable any automatic field aside from create date on all contact, company and deal level.
Reply Idea Deals Sales Reporting
194 upvotes
60 Replies
serena_rose
Member
February 12, 2020
The need for this to be removed is immense! The potential of this close date never being updated if it stays in one stage is hurtful to the automatio...read more
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