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SBlakeman
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Member since ‎Oct 19, 2021
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SBlakeman on November 29, 2021
Limit deal access to specific users / teams
Hello, We have a sales pipline. We also have some partners. I would like the partners to have access to specific deals that they are involved in. I don't want to create a seperate "Partner Pipline" How would I do this? Create a User called read more
Reply Discussion Sales
1 upvote
4 Replies
SBlakeman
Contributor
November 29, 2021
Ok let me test this if it workd I'm buying you a coffee!
Solved
SBlakeman on November 29, 2021
Limit deal access to specific users / teams
Hello, We have a sales pipline. We also have some partners. I would like the partners to have access to specific deals that they are involved in. I don't want to create a seperate "Partner Pipline" How would I do this? Create a User called read more
Reply Discussion Sales
1 upvote
4 Replies
SBlakeman
Contributor
November 29, 2021
Ok let me test this if it workd I'm buying you a coffee!
Solved
SBlakeman on November 29, 2021
Limit deal access to specific users / teams
Hello, We have a sales pipline. We also have some partners. I would like the partners to have access to specific deals that they are involved in. I don't want to create a seperate "Partner Pipline" How would I do this? Create a User called read more
Reply Discussion Sales
1 upvote
4 Replies
SBlakeman
Contributor
November 29, 2021
Ok let me test this if it workd I'm buying you a coffee!
Solved
SBlakeman on November 28, 2021
Workflow internal email personalisation tokens
If I create a workflow that sends an internal email when a deal meets a certain stage, I can only add Deal personlisatrions tokens to the internal email?!?! How can I add Company fileds from the deals acosiated company?!?!
Reply Discussion Workflows
1 upvote
1 Reply
SBlakeman on November 28, 2021
Requirements Capture Forms? Playbook?
Whats the best way for SE to gather requirements? Lets say for examp our prodcut had 5 options, and you can have a mix of those options in 5 different coutires. How would you best capture that? In a playbook? In a form? Using a 3rd perty for read more
Reply Discussion best practices
1 upvote
2 Replies
Solved
SBlakeman on November 24, 2021
Tool for gathering product / deal requirements
Hi, We have a complex solution with many options / moving parts. We talk to prospects about their requirments and collect details up in Deal notes. We have some items in the product library that we can use for quotes but how do others record read more
Reply Discussion Enterprise
0 upvote
2 Replies
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