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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
ZFRE on August 30, 2019
Automate a pinned note
I'd like to create a task, or deal or anything that can be automatically pinned to the top of a contact record from a worfkflow without having to manually pin the note within the record.
Reply Idea Contacts & Companies Workflows
96 upvotes
37 Replies
christinephu
Contributor
September 25, 2023
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
Solved
MiaSrebrnjak on September 21, 2023
Custom 'Create Deal' Form for Different Sales Pipelines
Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeli read more
Reply Discussion best practices Deals
4 upvotes
11 Replies
christinephu
Contributor
September 20, 2023
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
Solved
MiaSrebrnjak on September 21, 2023
Custom 'Create Deal' Form for Different Sales Pipelines
Hi dear Community, This post is related to the following feature request in our Ideas forum: We wanted to provide more visibility to @DeKoning 's solution that he shared in the Idea's thread: "Seems like the "Add Pipeli read more
Reply Discussion best practices Deals
4 upvotes
11 Replies
christinephu
Contributor
September 20, 2023
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 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
0 upvote
0 Reply
ianhill on May 04, 2017
Deal Criteria Checklist
What we're looking to do is better manage our pipeline and ensure that a deal has set criteria before being moved to the next stage. What would be ideal is a checklist of items that have to be checked before a deal can be progressed to the nex read more
Reply Idea Deals
123 upvotes
38 Replies
christinephu
Contributor
March 10, 2023
@dregan6922 thanks for this generous breakdown including the screenshots
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