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Louisjacquot
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Member since ‎Oct 19, 2020
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Louisjacquot
Participant
December 18, 2024
Reply to How to display closed deals
Hello José and thank you for your reply 🙏 I actually tried to use calculation properties but couldn't figure out how to remove the lost deals to t...read more
Solved
Louisjacquot on December 14, 2024
How to display closed deals
Hello I'm trying to create a property that would calculate the number of closed deals attached to a contact The existing propery "associated deals" is indeed the toal of deals, won+lost+or in progress I can't figure out to do it Thank you for you read more
Reply Discussion Contacts CRM Paramètres
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Louisjacquot on December 02, 2024
Creating and associating invoicing contacts
Hello Most of my clients are B2B. Every time I close a deal, I send my clients a form to retrieve the invoicing details like Name / Email / SIRET (company indentification number) / Order number.... For the moment, all the information I get are read more
Reply Discussion Contacts Formulaires Pro
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1 Reply
Louisjacquot
Participant
November 15, 2024
Reply to How to creta a task when we missed the call from the client
Hello Scott Thank you very much for you help I've set it up, I'll see how it goes ! Best
Solved
Louisjacquot on November 15, 2024
How to creta a task when we missed the call from the client
Hello In peak times, we sometimes miss the clients call. I would like to automatically create a task "call the client back" for the deal owner but I can't find how. It seems I can only creta task for when the Sales tried to reacjk the cient and coul read more
Reply Discussion Sales Workflows
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2 Replies
Louisjacquot
Participant
November 08, 2024
Reply to Moving transactions based on a date property
Hello Karsten Thank you very much for he quick reply and explanation I managed to setup it 🙂 It's the " Date property is more than 0 days ago" th...read more
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