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RemiGruszka
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Member since ‎Apr 27, 2020
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RemiGruszka on April 27, 2020
Change 'Deal Type' Property
I am trying to change the 'Deal Type' property when creating new deals. Currently the only options are 'New Business' and 'Existing Busines' We get many referrals therefore I'd like to add a 'Referred Business' option but dont see where this would b read more
Reply Discussion Deals
2 upvotes
6 Replies
RemiGruszka
Member
April 27, 2020
Omg thanks youre amazing! I was totally missing the Filter By bit I was looking in the contact properties and couldn't find it. Funnily enough my sur...read more
Solved
RemiGruszka on April 27, 2020
Change 'Deal Type' Property
I am trying to change the 'Deal Type' property when creating new deals. Currently the only options are 'New Business' and 'Existing Busines' We get many referrals therefore I'd like to add a 'Referred Business' option but dont see where this would b read more
Reply Discussion Deals
2 upvotes
6 Replies
RemiGruszka
Member
April 27, 2020
Omg thanks youre amazing! I was totally missing the Filter By bit I was looking in the contact properties and couldn't find it. Funnily enough my sur...read more
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