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Flo
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Member since ‎Sep 28, 2017
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PlanetPluto on March 03, 2017
Lifecycle vs Lead Status
What is the best way of using these two properties when an existing customer is re-ordering. Any advice appreciated. Thanks
Reply Discussion Contacts
0 upvote
18 Replies
Flo
Participant
May 29, 2019
Hi Guys, thank you for shipping this valuable "feature" 🙂 I do have a question centered around reporting on lead status. We are planning...read more
Emily2 on May 16, 2017
Add "Next Actvity Date" to "Deals"
It's great that you can view Next Activity Date with Contacts and Companies. However, we base our sales process on Deals, so it would be great if you could add "Next Activity Date" property available for deals as well. This way it will be easy to read more
Reply Idea Deals
44 upvotes
17 Replies
Flo
Participant
September 28, 2017
Next activity date on deals or possibly even just see if I have a task on the deal would be great. Old sales rule "No opportunity without a task"
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