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GTorres-Soler
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Member since ‎Dec 14, 2021
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Gabby Torres-Soler

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GTorres-Soler
Participant
October 07, 2024
Reply to Workflow to create a lead
Can you share this example, Frank? I'm trying to set this up now and feel lost!
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GTorres-Soler on October 07, 2024
Create lead in prospecting workspace with lead score
is it possible to create leads from an active list or a lead score trigger instead of just the lifecycle stage? We have a lot of upsell opportunities so some contacts are already listed as customers and we don't want to reset the lifecycle stage. W read more
Reply Discussion Enterprise Professional
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GTorres-Soler
Participant
September 05, 2022
Reply to Show total price rather than price per recurring interval with quotes
We definitely need this too. It's great to have a fee e-signature tool with Enterprise/Prof but what's the point? We also need to show ACV and Monthl...read more
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