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Zapponi
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Member since ‎Dec 13, 2017
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Activity

waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
304 upvotes
83 Replies
RebeccaNixon
Participant
December 14, 2018 08:48
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more
waihonger on January 03, 2017
Allow Workflows to specify deal properties
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
Reply Idea Workflows
304 upvotes
83 Replies
RebeccaNixon
Participant
December 14, 2018 08:48
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more
fsta on February 16, 2017
CRM Deal Import - Automatically Associate with Contacts
We need the ability to automatically associate deals with contacts/companies during the import process. We have thousands of deals that have been completed for the current year. Our service is provided on an annual basis. We need the ability read more
Reply Idea Contacts & Companies Deals
127 upvotes
74 Replies
nateangell
Contributor
September 24, 2020 08:35
We really need to automatically associate new contacts with deals that are related to the company their email domain matches.
Jsabin on September 07, 2017
Turn off email transcript sent to visitor for chat
The ability to turn off the chat transcript that is sent via email after having a conversation would be nice.
Reply Idea Conversations
48 upvotes
23 Replies
sarahedvat
Member
October 23, 2018 09:04
I found it, this is awesome! Thank you 🙂
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