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SGow
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Member since ‎Jan 25, 2021
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Steve Gow

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AbbyDavey on March 05, 2020
Not all of our clients will sign a quote - so I would like the ability to manually change the quote status please.
165 upvotes
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February 23, 2021
This is a big deal for my company as well. Some clients will sign the physical copy of the quote and/or they don't want to use stripe because they ar...read more
SGow on February 11, 2021
We have account "owners" (i.e. the sales or CS person who owns the account) but also "account managers" - I'd like to automatically create a task in workflows and assign it to the account manager, which is a custom user property associated with the read more
4 upvotes
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