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pille
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Member since ‎Sep 21, 2020
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Paul Ille

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pille
Contributor
December 11, 2025
Reply to How to add a deals section to contacts?
Thanks! I was right there last night, just needed the nudge. Thanks.
pille
Contributor
December 11, 2025
Reply to How to add a deals section to contacts?
My bad. Serves me right for posting so late. I meant leads not deals. So sorry.
Solved
pille on December 10, 2025
How to add a deals section to contacts?
I'm pretty sure I used to have it added, but now I'm unable to figure out how to add it back. You can see what I'm referring to in this video https://www.youtube.com/watch?v=CNKeHTe1lYk at 3:17. Any help is much appreciated.
Reply Discussion Contacts
0 upvote
4 Replies
pille on October 30, 2025
Ability to update fields when a sequence ends
Currently, sequences are a bit manual in their completion. You fire off a fsew emails, and then the sequence finishes and the only thing you can do is create a tasks for the salesperson to perform tasks. For instance, change the lifecycle or lead read more
Reply Idea Sequences Workflows
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pille
Contributor
October 01, 2025
Reply to Create Multiple Tasks from a Single Activity
My team is looked for this as well.
Solved
pille on August 01, 2025
Understanding Time to Close by Year
I would like to create a report that shows the average time to close a deal from start to won and then show that average time per year to understand if it improved or not. I was able create reports that provide some information, but it was not a read more
Reply Discussion Reports
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