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JMcCullough
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Member since ‎Feb 11, 2021
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Jacquie McCullough

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GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
JMcCullough
Member
April 21, 2021
We 100% need to be able to require the association of contact/company to a deal to ensure data integrity. we're also working on building out a quote...read more
JMcCullough on February 11, 2021
Dependent fields on deals
I would like to see the ability to create and enforce field dependencies. So if you check a box or select an option of a picklist, there is another field that pops up as a result. (i.e. there are 2 deal types, you select 1 and then fields for tha read more
Reply Idea Custom Objects Dashboards & Reports Deals Tasks
52 upvotes
10 Replies
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