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ALucas0
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Member since ‎Dec 21, 2020
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Alison Lucas

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ALucas0
Member
July 29, 2024
Reply to Team goals & sub-goals
Agree with this - the team goals won't change as much as individual users - and with staff turnover, this is too unpredictable to manage - when the o...read more
ALucas0
Member
July 08, 2024
Reply to Subscriptions without payment links
Also interested in this - however our renewals are generally above some companies' credit limits - so we do a lot of bank transfers and not credit ca...read more
ALucas0 on August 25, 2023
Workflows - Option for Target Objects to associate to "New Deals" Only
Hi, In the workflows and the deal associations I would like to see a default option to only apply updates to NEW DEALS created. At the moment we only have: I would like the option to copy to new deals only There are ma read more
Reply Idea Workflows
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ALucas0
Member
August 25, 2023
Reply to Set Association Labels On Records via a Workflow
Totally agree - I need to find a way to copy company properties to "New Deals ONLY" and remove the manual steps for the sales and customer success te...read more
ALucas0
Member
August 22, 2023
Reply to Set Association Labels On Records via a Workflow
I expected the feature to work for associated labels, that if you associated a contact, it would be the same across all deals that the contact was as...read more
ALucas0
Member
February 28, 2023
Reply to PRODUCT CATALOG VIEW
It would be great to be able to ahve images displayed here as well so staff can visually check what they are selling.
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