Petter

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Top Contributor | Elite Partner

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solutions
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25
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62
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30
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Petter Cete

Happy, fun-loving guy. Father of two kids, musician and wine enthusiast. Working in a fast-growing agency together with brilliant people where we help companies align their digital sales and marketing efforts. You know, Smarketing-style! :)

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Petter

Top Contributor | Elite Partner

December 20, 2024

Reply to How to save approval history on deals?

Yes, hopefully this is something that will be added in the near future. Gonna check if there’s already a post in the Idea forum about this. Otherwise ...read more

Petter

Top Contributor | Elite Partner

December 20, 2024

Reply to How to save approval history on deals?

Thank you, yes I know that one. But when the deal moves out of the Pending Approval stage, that activity flow seems to be lost? At least I haven't fo...read more

Petter

Top Contributor | Elite Partner

December 13, 2024

Reply to How to save approval history on deals?

Thank you @Lucila-Andimol Yes they have sales enterprise and we have the approval process set up. But do you know where the approval history i s...read more

Petter on December 09, 2024

How to save approval history on deals?

Hi community! I got a request from a client that they want to be able to save the approval history on a deal in the sales pipe. They have this function in Salesforce. See exampe in the attached screenshot. I have not found a similar f read more

Reply Discussion Deals

1 upvote

8 Replies

Petter

Top Contributor | Elite Partner

November 27, 2024

Reply to Personalization Tokens: Set a default value in sequence email templates

Yeah this seems like a super basic function that needs to be available in sales emails in Sequences. I just told my client it was possible, because I...read more

Petter

Top Contributor | Elite Partner

September 25, 2024

Reply to Option to stop logging subsequent emails in a thread, for the Chrome Sales Extension

Yep, this function was requested from a client today. So it's apparent that it is a useful feature, to be able to stop logging email replies in a thr...read more

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