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SGördel
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Member since ‎Sep 23, 2021
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Sven Gördel

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SGördel on July 20, 2022
Merging of companies with subsidiaries or superordinate
Absolutely need to correct please. Problem I cannot perform a business combination if one of the entities (A) is subordinate or parent to another entity (C). This creates extra work. The workflow is stopped and company (A) has to be "short" di read more
Reply Idea Account Settings Contacts & Companies Conversations Custom Objects Deals Lists Products and Quotes Properties Sales Documents Tasks Tickets Users & Teams & Permissions
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SGördel on April 08, 2022
Dealeigenschaft "zuständiger EXTERNER Mitarbeiter" -
Moin zusammen, ich bin gerade auf der Suche der Möglichkeit ein Eigenschaftsfeld wie "Zuständiger Mitarbeiter", nur mit angelegten Kontakten zu erstellen. Gerne möchten wir externe ebenso labeln können wie interne Kontakte. Kennt da j read more
Reply Discussion Starter
0 upvote
3 Replies
SGördel
Participant
April 08, 2022
Moin, vielen Dank @MatthiasWeber & @karstenkoehler für eure schnellen Anworten! Am einfachsten wird das Labeln sein. Wir haben die Beta...read more
Solved
SGördel on April 08, 2022
Dealeigenschaft "zuständiger EXTERNER Mitarbeiter" -
Moin zusammen, ich bin gerade auf der Suche der Möglichkeit ein Eigenschaftsfeld wie "Zuständiger Mitarbeiter", nur mit angelegten Kontakten zu erstellen. Gerne möchten wir externe ebenso labeln können wie interne Kontakte. Kennt da j read more
Reply Discussion Starter
0 upvote
3 Replies
SGördel
Participant
April 08, 2022
Moin, vielen Dank @MatthiasWeber & @karstenkoehler für eure schnellen Anworten! Am einfachsten wird das Labeln sein. Wir haben die Beta...read more
SGördel on March 09, 2022
Sales Breefing
Hello and greetings from Hamburg (Germany), Problem: We use atlassian:Confluence to document and summarize meetings. Here are also summarized customer conversations for meetings. Because of this, the employees think that because weekly the row i read more
Reply Idea Conversations Dashboards & Reports Deals File Manager Integrations Meetings Tasks
0 upvote
0 Reply
Solved
SGördel on February 09, 2022
Gender query in forms
Hello all, I was just editing the forms and normally in Germany it is the case that the gender is requested before the name is entered. I would like to include this gender query, but keep the order for this and embed it before entering the first na read more
Reply Discussion Forms GDPR Integrations Marketing Sales Starter Templates
0 upvote
1 Reply
Solved
SGördel on November 22, 2021
Innerhalb der Listenansicht nach Kontaktformularen Filtern
Hallo liebe Community, wir haben über unser Kontaktformular die ersten erfolgreichen Anmeldungen auf unsere Website, was uns sehr freut. Nun würden wir gerne innerhalb der Kontaktdatensatz Listenansicht danach filtern können, wen wir über wel read more
Reply Discussion Dashboards Kontakte Landing-Pages Marketing
0 upvote
3 Replies
SGördel
Participant
November 23, 2021
@MiaSrebrnjak Vielen Dank für den Tipp auch nach Formulareinsendungen zu suchen. Der Beitrag kann gerne Online bleiben.
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