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lisat2m
Top Contributor
Member since ‎Jan 21, 2017
Message
  • solutions
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  • Replies
    64
  • Upvotes Given
    22
  • Upvotes Received
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  • Ideas
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Lisa Scott

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Solved
lisat2m on April 05, 2017
Move closed won and closed lost from deals dashboard
Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.
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8 upvotes
8 Replies
IAlberico
Member
August 10, 2021
Once a deal is 'closed won' we need to begin customer onboarding. Solutions presented to us have included moving the deal automatically into a new pi...read more
Solved
lisat2m on June 08, 2020
Rename a pipeline
We currently have 3 pipelines and I'd like to rename them and create an additional pipeline. What happens to the deal that are active, not Close Won or Closed Lost, in that pipeline; do they automatically update with the new pipeline name? What abou read more
Reply Discussion
0 upvote
1 Reply
Phil_Vallender
Most Valuable Member | Elite Partner
June 08, 2020
Hi @lisat2m Having just tested, I can confirm that when you rename a pipeline, the pipeline property on all deals, open and closed, updates ...read more
lisat2m on March 31, 2020
User Email Address Needs to Change
We have changed the email addresses for our company to a new domain. If I have each user change their email address, what happens to the deals, contacts, companies they own? As an example current user is lisa@xxx.com and now the new email is lisa@zz read more
Reply Discussion Account
0 upvote
1 Reply
Bryantworks
Key Advisor
March 31, 2020
Hey @lisat2m , You could do one of a few things here: - Export out your deals, contacts, and companies, swap the owner email address in ...read more
Solved
Michelle3 on June 25, 2018
Missing email @mention notification
Hi, We have been having an issue where the @mention no longer sends emails if used within a deals but seems to work fine when used in contacts or companies. We have checked our notificaton settings and all boxes are ticked. Thanks
Reply Discussion
0 upvote
11 Replies
MFrankJohnson
Thought Leader
September 09, 2019
@lisat2m , you may want to open your new issue in it's own thread, so it doesn't get lost in this account-specific thread.
Solved
lisat2m on August 22, 2019
Deals associated with Company
We have deal records associated to the company. We do not want all timeline activity from the deals to appear on the company record. I understand we can uncheck the company when leaving a note, task, email, etc. (cumbersome but, it works). My questi read more
Reply Discussion
1 upvote
2 Replies
simon-howe
Participant
February 26, 2020
This is one of the most frequently commented on issue in our office. We've had company records clogged with information and I've spent the time going...read more
Solved
lisat2m on July 19, 2017
Require specific properties when creating a deal
Is there a way to require a contact be added when a new deal is created? I know you can now require certain properties when creating a deal, but don't find contact name as one of the properties. We want to ensure each deal has a contact associated w read more
Reply Discussion
8 upvotes
10 Replies
lisat2m
Top Contributor
August 22, 2019
@VitalityWrks totally agree - that goes back to my original ask to make this a required field or let Admins pick and choose which fields should be ...read more
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