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MThompson9
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Member since ‎Feb 15, 2022
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MThompson9 on February 15, 2022
I created a custom open text field called Deal Next Step to be updated by the deal owner to track the next step for the deal. I'd like to use Tasks to capture the next activities on a deal, and have these tasks auto-populate the Deal Next Step field read more
3 upvotes
5 Replies
Member
February 16, 2022
Thanks @Anonymous for your response. Unfortunately Sales Hub Pro is not feasible at the moment, but will be in touch if that changes. Best, ...read more
Solved
MThompson9 on February 15, 2022
I created a custom open text field called Deal Next Step to be updated by the deal owner to track the next step for the deal. I'd like to use Tasks to capture the next activities on a deal, and have these tasks auto-populate the Deal Next Step field read more
3 upvotes
5 Replies
Member
February 16, 2022
Thanks @Anonymous for your response. Unfortunately Sales Hub Pro is not feasible at the moment, but will be in touch if that changes. Best, ...read more
Solved
MThompson9 on February 15, 2022
I created a custom open text field called Deal Next Step to be updated by the deal owner to track the next step for the deal. I'd like to use Tasks to capture the next activities on a deal, and have these tasks auto-populate the Deal Next Step field read more
3 upvotes
5 Replies
Member
February 16, 2022
Thanks @Anonymous for your response. Unfortunately Sales Hub Pro is not feasible at the moment, but will be in touch if that changes. Best, ...read more
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