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BW3
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Member since ‎Mar 2, 2021
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Barry Woods

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BW3
Member
August 22, 2025
Reply to List Deals included in Forecast Submission
Hi @MK_Nolan , it's great to see this functionality live, thanks. I would like to do some automation on Deals that are currently in the Forecast...read more
BW3
Member
March 10, 2025
Reply to Provide granular permission for Lead deletion separate from the Bulk Delete area
In the same way as normal users can delete Contacts and Companies, it would be great if they could also delete their own Leads. As adoption of the Le...read more
BW3
Member
February 21, 2025
Reply to Mandatory fields on imports
+1 for this feature Additionally, it would be sensible to enforce this for all Contact creation methods e.g. when a user sends a trac...read more
BW3 on March 23, 2023
Make it mandatory to associate a Contact and Company when creating a Deal
It's great that this functionality has finally been added to the desktop version. However, it now needs to be enabled for the Mobile App. Users can ignore these mandatory fields when creating a Deal using the App
Reply Idea Deals
13 upvotes
6 Replies
BW3
Member
February 16, 2022
Reply to Future Rolling Date Range
Hi @mgriffith Apologies if I have missed one, but as far as I can see, the most recent update you provided about this functionality was on June...read more
BW3
Member
July 02, 2021
Reply to "Today" Option for Workflow Date Picker Fields
+1 for implementation of a date parameter called TODAY...
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