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kenhickling62
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Member since ‎Dec 20, 2017
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Ken Hickling

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Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Reply Idea Deals
359 upvotes
95 Replies
kenhickling62
Participant
December 24, 2019
Yes Please. Our deals are mainly projects and so we invoice over several months. Having a duplicate end stage like 'Closed - Servicing' is one solu...read more
jennysowyrda on March 19, 2019
New user not receiving welcome email: PLEASE READ BEFORE POSTING
If you are adding users to your portal and they are not receiving the welcome email in their inbox, please ensure you follow the steps outlined below before posting: 1. Check junk/spam folders 2. Verify the email address spelling is cor read more
Reply Discussion
8 upvotes
146 Replies
kenhickling62
Participant
December 13, 2019
Jenny Super response and everything now working as we wanted. Perfect Solution. Thanks for your assistance. Regards Ken PS: How do I mark...read more
jennysowyrda on March 19, 2019
New user not receiving welcome email: PLEASE READ BEFORE POSTING
If you are adding users to your portal and they are not receiving the welcome email in their inbox, please ensure you follow the steps outlined below before posting: 1. Check junk/spam folders 2. Verify the email address spelling is cor read more
Reply Discussion
8 upvotes
146 Replies
kenhickling62
Participant
December 13, 2019
Jenny Super response and everything now working as we wanted. Perfect Solution. Thanks for your assistance. Regards Ken PS: How do I mark...read more
jennysowyrda on March 19, 2019
New user not receiving welcome email: PLEASE READ BEFORE POSTING
If you are adding users to your portal and they are not receiving the welcome email in their inbox, please ensure you follow the steps outlined below before posting: 1. Check junk/spam folders 2. Verify the email address spelling is cor read more
Reply Discussion
8 upvotes
146 Replies
kenhickling62
Participant
December 13, 2019
Jenny Super response and everything now working as we wanted. Perfect Solution. Thanks for your assistance. Regards Ken PS: How do I mark...read more
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