Hi there, Is it possible to tag an email not only to a contact and company but also to a specific deal? Or is every deal associated with a given contact show the email history even if related to another deal? Thanks
Hi, How to add filter to the top of the pipeline? I know it can be filtered, but it's not always clear whether a filter is applied or not, so I'd rather have it listed at the top if possible by an additional field: Thanks, Mar read more
Hi All, I feel like this is a very basic question but I can't find the explanation anywhere. When creating a new property on deals, what is the difference between the use of Deal Activity and Deal Information? Thanks, Marta
Hi All, Is it possible to create multiple checkbox field at the point of Deal Creation? As an example, the team would pick Region first and from there be able to select specific countries, all within one property. Or as another example, read more
Hi there, Is it possible to tag an email not only to a contact and company but also to a specific deal? Or is every deal associated with a given contact show the email history even if related to another deal? Thanks
Hi, How to add filter to the top of the pipeline? I know it can be filtered, but it's not always clear whether a filter is applied or not, so I'd rather have it listed at the top if possible by an additional field: Thanks, Mar read more
Hi All, I feel like this is a very basic question but I can't find the explanation anywhere. When creating a new property on deals, what is the difference between the use of Deal Activity and Deal Information? Thanks, Marta