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WOKA
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Member since ‎Jul 23, 2020
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Marcin Wołowski

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warpandweft on January 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p read more
Reply Idea Deals
88 upvotes
46 Replies
WOKA
Member
February 02, 2022
Bumping this up, very needed feature.
WOKA on August 25, 2021
Copy contacts to ticket from deal contacts
Hello, When we create tickets from deal view we would like if the ticket automatically copied all the contacts that are associated with the deal itself or at least proposed deal contacts to associate.
Reply Idea Tickets
1 upvote
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