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Cydney
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Member since ‎Aug 12, 2020
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Cydney Grote

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Activity

elihermans on May 03, 2019
Create approval workflow depending on discount
Hi, Now we can make quote approval workflow, based on the amount of the deal, for example when the deal is under a certain amount, the quotes can get automatically approved. It would be usefull, if a discount is added to a quote, the approv read more
Reply Idea Products & Quotes
66 upvotes
20 Replies
Cydney
Participant
October 29, 2020
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
Solved
daneagles124007 on July 07, 2017
Changing what is displayed on Deal Board
Hello, I would like to know if there is a way for me, when using the board setting looking at my deals to change just below the name of the project what is displayed. Currently, it has the close date. Is there a way for me to change close date - read more
Reply Discussion CRM Deals Properties
36 upvotes
17 Replies
Cydney
Participant
September 21, 2020
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
0 upvote
0 Reply
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