Right now when a lead is qualified, the Create Deal form appears.
We have several clients who use the Lead object but not for the deal process, rather a tailored process using a custom object.
I know you can turn off the automatic deal 続きを読む
Is there an update on this @MMorgan6 ? I see you were requesting feedback a year ago. We have a few scenarios where this would be valuable. I can s...続きを読む
Agree - seems like a more logical flow of work to create a lead first. I know it could be done with a custom property and a workflow but including th...続きを読む
It would be great if we had the ability to create smart content based off custom object lists.
Currently the only smart content option is for 'lifecycle stage' or 'contact list', but we need to send out emails with specific content that's in a 続きを読む
Right now when a lead is qualified, the Create Deal form appears.
We have several clients who use the Lead object but not for the deal process, rather a tailored process using a custom object.
I know you can turn off the automatic deal 続きを読む
Overview It would be great to see what kind of device someone engaging with a chatbot uses. Use case I'd like to find out a specific region (more specific than just state/territory) to gauge whether: That region is a service area Which 続きを読む
