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JStenbaek
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Member since ‎Jan 26, 2021
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  • Upvotes Given
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  • Upvotes Received
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Jeppe Stenbaek

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JStenbaek on June 27, 2022
Hi all, we are using one deal to track our billing and validate revenue. the issue is when we are doing a upsell the old deal becomes obsolete. I, therefore, have a property on the deal called "Deal superceeded" meaning that this deal is not the act read more
1 upvote
0 Reply
Solved
JStenbaek on January 10, 2022
Hi all, I would like to start a workflow when a property change from "value A" to "value B" Is this possible?
Hall of Famer | Partner
January 10, 2022
Hi @JStenbaek , There isn't an out of the box feature for this but with a custom property and an additional workflow, you can easily set up a ...read more
JStenbaek on December 11, 2021
Hi all When I am creating a custom object I can create an association between the line item and the Custom object. But I can't see the line item on the custom object. I would like it to show somewhere on the in the right side as it is doing on a read more
2 upvotes
4 Replies
Member
May 23, 2022
Hi there @MiaSrebrnjak , I'm replying here because I have the same trouble. I created a custom object "Order" that we use for our online orders...read more
JStenbaek on December 11, 2021
We are having an increasing amount of multi-entity deals, I would like to keep it in one deal, but my problem is that I don't know which line item is related to which. Furthermore I have a problem if I would like to set up automated billing, because read more
Community Manager
December 13, 2021
Hi @JStenbaek , Thank you for reaching out to the Community! Could you tell us a bit more about the entities that you would like to associat...read more
Solved
JStenbaek on November 07, 2021
I would like to limit or automate so if there is already a closed-won deal and a new one is created the one one is moved to another stage.
0 upvote
7 Replies
Hall of Famer | Partner
November 08, 2021
Hi @JStenbaek , Unfortunately not. Whatever automation would be applied to the old deal would also be applied to subsequent deals. There aren'...read more
Solved
JStenbaek on November 07, 2021
I would like to limit or automate so if there is already a closed-won deal and a new one is created the one one is moved to another stage.
0 upvote
7 Replies
Hall of Famer | Partner
November 08, 2021
Hi @JStenbaek , Unfortunately not. Whatever automation would be applied to the old deal would also be applied to subsequent deals. There aren'...read more
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