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Bettinarf
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Member since ‎Jun 29, 2017
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Bettinarf
Contributor
September 03, 2019
Reply to Add contact as a property to be required when creating a deal
We have created a workflow that notifies the deal owner when a deal is created without a contact. Within the alert they get we let them know that th...read more
Bettinarf
Contributor
June 13, 2019
Reply to Ask Me Anything About CRM Management Training
@DavidChaves : You can combine information from contacts and companies creating a list. The result is always a list of contacts that have a compa...read more
Bettinarf
Contributor
June 11, 2019
Reply to Ask Me Anything About CRM Management Training
this would be greta!
Bettinarf
Contributor
June 07, 2019
Reply to Ask Me Anything About CRM Management Training
we ran into the same problem, we solved it by using lists. There you can combine contact properties and company properties. Nevertheless it would be...read more
Bettinarf
Contributor
June 07, 2019
Reply to Add contact as a property to be required when creating a deal
I have the same request!!!! I thought about creating a workflow alert to let the sales people know when there is a deal that was created without a c...read more
Bettinarf
Contributor
June 06, 2019
Reply to Company and contact info mandatory to create a DEAL
I have the same request!!!! I thought about creating a workflow alert to let the sales people know when there is a deal that was created without a c...read more
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