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Cydney
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Member since ‎Aug 12, 2020
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Cydney Grote

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Cydney
Participant
October 29, 2020
Reply to Create approval workflow depending on discount
We also are looking for this functionality. Specifically on discounts within the quote. I would like to assign approvers to certain discount threshol...read more
Cydney
Participant
September 21, 2020
Reply to Changing what is displayed on Deal Board
I also would like to be able to edit the properties that are displayed from the view of the pipeline. Currently i can see the Deal Name, Amount, and ...read more
Cydney on September 10, 2020
Separate settings for Sales Pipelines
We use a number of Sales Pipelines. The settings for Deals affect all of your pipelines. For example, we use " Sync lifecycle stages to associated contacts and companies" which automatically turns a company to Customer after a deal is Won. T read more
Reply Idea Account Settings Contacts & Companies Deals
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