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wmupchurch
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Member since ‎Jul 7, 2017
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Growth_Guy on February 23, 2017
Filter/Customize Data Displayed in Deal Timeline (e.g. emails to associated contacts)
I don't know if anyone else finds this but I have a real issue with the deals pulling in info from other deals and contracts that are not related to the deal but are related to company that the deal is associated to. For example, I have a pare read more
Reply Idea Deals
79 upvotes
48 Replies
wmupchurch
Participant
October 04, 2017
Well, this just got worse for us. So now we have partner companies bringing us deals that include some that include multiple deals in the same compa...read more
Growth_Guy on February 23, 2017
Filter/Customize Data Displayed in Deal Timeline (e.g. emails to associated contacts)
I don't know if anyone else finds this but I have a real issue with the deals pulling in info from other deals and contracts that are not related to the deal but are related to company that the deal is associated to. For example, I have a pare read more
Reply Idea Deals
79 upvotes
48 Replies
wmupchurch
Participant
October 04, 2017
Well, this just got worse for us. So now we have partner companies bringing us deals that include some that include multiple deals in the same compa...read more
Solved
wmupchurch on July 07, 2017
"reports to" field that has only values of existing contacts?
In Salesforce there is a concept of "reports to" so for example, you can add an admin contact and then in the reports to field drop down a list of contacts and then save that relationship in the contact record. I know I can add a new property for a read more
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