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LDunne
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Member since ‎Nov 22, 2021
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LDunne
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November 22, 2021
Reply to Add note actions for workflow enrollment and re-enrollment triggers
Upvoted. Use case: customer win/stories. When a customer win is added to a company's notes, you can trigger workflows such as a company-wide ...read more
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LDunne on November 22, 2021
Combing upgrade deals with existing renewal deals?
Hi all, We're a SaaS company so recurring revenue is what we deal with. When a new customer closes, we have a renewal deal for next year automatically created. Let's say this customer wants to expand their licenses, how would we add this upl read more
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