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KimFerris
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Member since ‎May 17, 2021
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  • solutions
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  • Replies
    2
  • Upvotes Given
    40
  • Upvotes Received
    10
  • Ideas
    3

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Activity

KimFerris
Participant
March 24, 2022
Reply to Field Dependencies for Contact Properties
This idea is basically "Data Validation" workflow. 1. Test for criteria 2. If criteria not met then there are 2 options for the action: a)...read more
KimFerris
Participant
March 23, 2022
Reply to Restrict Which Stages Deals Can Be Created In
This is absolutely necessary! I don't want my Sales Rep to skip process! They need to sequentially work through the stages of the Pipeline. The fact...read more
Solved
KimFerris on March 16, 2022
Data Validation - Warning/Error Messages
Hi Everyone.. I'm wondering if there is Workflow that I am missing that creates a warning message to the user based on certain criteria. Warning Message: Let's say for example, the user moves the Deal to a new stage and Field X = is empty Field read more
Reply Discussion Enterprise
2 upvotes
1 Reply
KimFerris on March 16, 2022
Add the Stage Field to the Playbook.
I have written my playbooks to align with stages. When the user gets to the bottom of the playbook, the last question is "Are you ready to move on to X stage." I have to use workflows to accomplish this now. They tend to be slow and the user needs read more
Reply Idea Playbooks
1 upvote
0 Reply
KimFerris
Participant
March 07, 2022
Reply to Views: 'OR' Filter Condition
This is ridiculous!! Of course we need "OR" functionality. Sales guy going on a road trip, wants to see all customers in X, Y or Z state. Admin wan...read more
KimFerris
Participant
January 07, 2022
Reply to Exchange/Outlook integration for contacts and calendar
Wow.. This has taken a long time! It's been in Planning for years now. Any updates?
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