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christinephu
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Member since ‎Jun 15, 2022
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christinephu on September 27, 2023
Mirrored properties between objects
Who (what type of role or team) is the feature for? Go to market teams What is their goal? This is the use case: While working a deal, people need to complete a Decision Maker Contact for the decision bought in stage. There's a fie read more
Reply Idea Contacts & Companies Deals
1 upvote
0 Reply
christinephu
Contributor
September 25, 2023
Reply to Automate a pinned note
This would be so helpful. And if we can view the pinned notes in the Overview tab also. Right now, we have a reminder to remind people to pin their n...read more
christinephu
Contributor
September 20, 2023
Reply to Custom 'Create Deal' Form for Different Sales Pipelines
Here's a ~2min showing the double conditional logic (which would be the same steps for doing conditional pipelines): https://vimeo.com/866495856/bc...read more
christinephu
Contributor
September 20, 2023
Reply to Custom 'Create Deal' Form for Different Sales Pipelines
@Amanda_FUNYL if I'm understanding you correctly, you could do double conditional logics. For example, I can have conditional logic by Pipeline and...read more
christinephu on August 03, 2023
Conditional pipeline deal stages properties by business unit
Who (what type of role or team) is the feature for? Sales, CSMs, and Managers What is their goal? To have pipelines by product, and have required deal stages per pipeline based on business unit. What value will this add? This will a read more
Reply Idea Deals
1 upvote
0 Reply
christinephu
Contributor
March 10, 2023
Reply to Deal Criteria Checklist
@dregan6922 thanks for this generous breakdown including the screenshots
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