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hansenhunt
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Member since ‎Sep 8, 2017
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  • Replies
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  • Upvotes Given
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hansenhunt
Contributor
March 09, 2018
Reply to Allow Workflows to specify deal properties
@Eleven11 unfortunately we don't use workflows to create deals.
hansenhunt
Contributor
February 20, 2018
Reply to Junk Form Entries Overwrite Good Contact Records - Help Put a Stop to It
This is happening more and more and is a major headache. There is no easy solution or even a manual solution that works becausae you lose all the con...read more
hansenhunt
Contributor
January 16, 2018
Reply to Allow Workflows to specify deal properties
Update from our end. We are on the beta test for using workflows to udpate more deal properties, specifically copying from a contact. However, the ca...read more
hansenhunt
Contributor
December 19, 2017
Reply to Copy contact properties to Deal?
@BrettLanguirand can you please remove your "solution" from this thread so that it can appear as still an open request needing a solution. Your sol...read more
hansenhunt
Contributor
December 08, 2017
Reply to Allow Workflows to specify deal properties
This kills me not having the functionality. Ideally, we should be able to run companies and deals through workflows just like we do with contacts whi...read more
hansenhunt
Contributor
September 08, 2017
Reply to Copy contact properties to Deal?
Another vote up on this one. This seems like a no brainer and it really difficult to do manually.
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