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Bwillyrich
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Membre depuis ‎mars 30, 2021
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Résolues
Bwillyrich le Août 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 Lire la suite
Répondre Discussion Deals Professional Sales Workflows
0 Mention J'aime
6 Réponses
Bwillyrich
Participant
Août 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...Lire la suite
Résolues
Bwillyrich le Août 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 Lire la suite
Répondre Discussion Deals Professional Sales Workflows
0 Mention J'aime
6 Réponses
Bwillyrich
Participant
Août 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...Lire la suite
Résolues
Bwillyrich le Août 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 Lire la suite
Répondre Discussion Deals Professional Sales Workflows
0 Mention J'aime
6 Réponses
Bwillyrich
Participant
Août 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...Lire la suite
adeels le Janvier 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 Lire la suite
Répondre Idée Account Settings
29 Mentions J'aime
7 Réponses
Bwillyrich
Participant
Juillet 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...Lire la suite
ybn le Octobre 22, 2020
Import deals with line items
It should be possible to import deals with line items
Répondre Idée Deals
150 Mentions J'aime
67 Réponses
Bwillyrich
Participant
Avril 27, 2021
We need this as well
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