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AEng
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Member since ‎Sep 7, 2020
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Audra E

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Rangrachel on June 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
Reply Idea Products and Quotes
130 upvotes
62 Replies
AEng
Member
July 28, 2021
This has been very painful for me as well. I had some automation that took some of my old quotes and put them into new deals and it was a mistake, no...read more
rkimmerling on January 02, 2020
Block User from Chat
The chat function is a great way to allow our website visitors to get in touch with us quickly and conveniently, but it is also a tool that can be abused by the few mal-intentioned indivuals we see on our sites. Whether they believe the individual t read more
Reply Idea Conversations
92 upvotes
39 Replies
AEng
Member
May 12, 2021
We are an education company and we get a number of students logging into our website chat and sending us spam and wasting our time. Would really appr...read more
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