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BLA
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Member since ‎Feb 27, 2020
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Brooke LA

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BLA
Contributor
March 24, 2020
Same issue but figured out why. The date format needs to be forced in excel see below.
BLA
Contributor
March 04, 2020
Hi I am facing a similar issue - no deal properties seem to be copying over... but quite new at this. Any direction/help please
BLA
Contributor
March 04, 2020
Great suggestion I'd love to see associated deals or deal ID transition over to the next pipeline too. Also deal properties isn't working for me...read more
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BLA on March 04, 2020
Slightly different question but is there a way to carry across an existing deal ID to a new pipeline? From an audit trail perspective all our onboarding deals are moved into a new pipeline via "create new deal" workflow therefore a new deal ID is cr read more
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BLA
Contributor
March 04, 2020
what happens there are multiple contacts stemming from the original deal?
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