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MrB
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Member since ‎Oct 23, 2020
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Owen Bateman

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Activity

MrB
Participant
March 12, 2024
Reply to Clone Deal Pipelines
My interest is in cloning deals primarily allowing to make a minor edit without having to enter everything from scratch. So where I have the same clie...read more
MrB
Participant
October 04, 2021
Reply to Clone Deal Pipelines
The only way I managed to do it was to export pipeline to pdf, then import back in to a new pipeline. A bit clunky but as of a couple of weeks back th...read more
MrB
Participant
September 15, 2021
Reply to Cloning a Deal
has this been done yet, I need to clone deals into a new pipeline without losing the original. thanks
MrB
Participant
November 13, 2020
Reply to deal amount calculation based on pricing in product library of a deal
This is a must for us, have just found the Deal value uses either product qty x price and all products, or any quote even if you do multiple lines of...read more
MrB
Participant
November 10, 2020
Reply to Limiting Permissions by Pipeline
This is critical need for us, we have world wide teams that in some cases are competing for the same business, even being able to see the title of t...read more
MrB
Participant
November 04, 2020
Reply to Clone Deal Pipelines
This is a common requirement for us also, we use often as we have common deals across different pipelines and dont want to have to type everything ou...read more
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