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Bwillyrich
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Member since ‎Mar 30, 2021
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Solved
Bwillyrich on August 04, 2022
Workflow on most recently closed deal
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
Reply Discussion Deals Professional Sales Workflows
0 upvote
6 Replies
Bwillyrich
Participant
August 05, 2022
Thank you for the speedy response! This looks perfect for what I need, the only question I have is around the "most recent deal" nature of it al...read more
Solved
Bwillyrich on August 04, 2022
Workflow on most recently closed deal
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
Reply Discussion Deals Professional Sales Workflows
0 upvote
6 Replies
Bwillyrich
Participant
August 05, 2022
Thank you for the speedy response! This looks perfect for what I need, the only question I have is around the "most recent deal" nature of it al...read more
Solved
Bwillyrich on August 04, 2022
Workflow on most recently closed deal
Hello all, I've been struggling to find a way to do this. Essentially we have two pipelines: Sales pipeline and Renewals pipeline. We have companies that are closed won for the first time and others renewing for the 2nd and 3rd years. What I read more
Reply Discussion Deals Professional Sales Workflows
0 upvote
6 Replies
Bwillyrich
Participant
August 05, 2022
Thank you for the speedy response! This looks perfect for what I need, the only question I have is around the "most recent deal" nature of it al...read more
adeels on January 07, 2021
Make the right Sidebar in contacts/companies/deals editable globally
Associations sidebar Or the right sidebar in the contacts record should be editable on a team level so a company can edit the positioning of the associated records in companies/contacts etc, for everyone or a selected team. Currently, each user wou read more
Reply Idea Account Settings
22 upvotes
7 Replies
Bwillyrich
Participant
July 29, 2022
+1 to this idea, we'd like to be able to see all available quotes for the company from the sidebar, as opposed to having to click into each individua...read more
ybn on October 22, 2020
Import deals with line items
It should be possible to import deals with line items
Reply Idea Deals
139 upvotes
65 Replies
Bwillyrich
Participant
April 27, 2021
We need this as well
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