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PimKo
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Member since ‎Apr 13, 2021
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Pim Koteris

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Activity

lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
500 upvotes
132 Replies
ChrisFranz
Participant | Partner
June 27, 2022
When will the first stage be available?
hannahflat on May 06, 2021
Ability to merge companies that have parent/child records
Right now if you want to merge company records and any of those are set as either a parent or child record, you have to first remove that relationship before you can merge them. When they are related to 1 or 2 companies that isn't too much of a read more
Reply Idea Contacts & Companies
24 upvotes
6 Replies
AFletcher
Participant
June 15, 2022
Yes - there is no reason why this shouldn't be doable.
claireWorkCast on February 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
Reply Idea Products & Quotes
126 upvotes
36 Replies
EB_
Member
June 22, 2022
Hi there, we'd like to have an overview Company / Articel. As result the sales teams sees, 1) where cross-sales opportunities are and 2) have an go...read more
ReneeWoolcott on August 18, 2021
Search line items in all quotes and deals
We would love the functionality to be able to do a search for a particular product in our library, and search the line items on the quotes or deals to surface which quotes/deals have that product included in them
Reply Idea Products and Quotes
12 upvotes
3 Replies
sawright2000
Member
October 22, 2021
totally agree!
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
Reply Idea Deals Products & Quotes Workflows
500 upvotes
132 Replies
ChrisFranz
Participant | Partner
June 27, 2022
When will the first stage be available?
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