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jameseob
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Member since ‎Apr 21, 2020
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jameseob
Member
July 13, 2023
Reply to Looking for functionality to automatically copy notes from a deal to the notes in a contact
This is a must as if the note is done in the Company by mistake we need it in the contact as we operate on retail basis
jameseob
Member
February 05, 2021
Reply to Team Mentions (@mention Team)
This would be great, needed urgently
jameseob
Member
May 31, 2020
Reply to Customize default deal name
Agree with all above, with out this feature or the ability to control the deal header it is making it impossible to use
jameseob
Member
May 17, 2020
Reply to hide pipelines
Hi folks I need this too, I do not want my team to see the new deals we have coming in.
jameseob
Member
May 12, 2020
Reply to Mandatory properties on Deal STAGES get skipped when creating a deal
This option is required as we have a reserve stage and under offer stage which means the deal can be started in under offer where we then need more d...read more
jameseob
Member
April 29, 2020
Reply to Add contact and/or company timeline activity to deal from workflow
Hi, do we have a resolve for this issue yet, The customer completes a form on the website, but this information stays in the contac when the deal is ...read more
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