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Bwillyrich
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Bwillyrich en Agosto 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 Leer más
Responder Conversación Deals Professional Sales Workflows
0 Me gusta
6 Respuestas
Bwillyrich
Participante
Agosto 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...Leer más
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Bwillyrich en Agosto 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 Leer más
Responder Conversación Deals Professional Sales Workflows
0 Me gusta
6 Respuestas
Bwillyrich
Participante
Agosto 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...Leer más
Resuelta
Bwillyrich en Agosto 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 Leer más
Responder Conversación Deals Professional Sales Workflows
0 Me gusta
6 Respuestas
Bwillyrich
Participante
Agosto 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...Leer más
adeels en Enero 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 Leer más
Responder Idea Account Settings
29 Me gusta
7 Respuestas
Bwillyrich
Participante
Julio 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...Leer más
ybn en Octubre 22, 2020
Import deals with line items
It should be possible to import deals with line items
Responder Idea Deals
150 Me gusta
67 Respuestas
Bwillyrich
Participante
Abril 27, 2021
We need this as well
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