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MCisneros
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Member since ‎Aug 6, 2021
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Melesia Cisneros

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Solved
ArchieTheWestie on July 05, 2018
First time caller here... and a real CRM novice. I sell up to 20 different products with dozens of prospects for each product. Should I create one pipeline per product and then apply deals to that pipeline? Cheers...
1 upvote
5 Replies
Participant
August 20, 2021
With one pipeline, how would you create a view to see which products are in the pipeline easily? Currently, we have multiple pipelines for all of or ...read more
Solved
CarolineO on December 10, 2020
We are really struggling with Line Items. We want them to display on the Company side bar so that Customer team can easily see which products a customer has bought but there doesn't seem to be any way to do this. You have to click into the deal to v read more
33 upvotes
27 Replies
Participant
August 09, 2021
@karstenkoehler do you also have a workflow for when a product is canceled and needs to be removed from a company?
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