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WilianFP
Participant | Gold Partner
Participant | Gold Partner
Member since ‎Aug 1, 2022
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  • Upvotes Received
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Wilian Fabricio Pereira

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WilianFP on March 02, 2024
Funcionalidade para exclusão ou marcação como inativa as contas com mais de 45 dias sem acesso.
Exclua ou desabilite quaisquer contas inativas após um período de 45 dias de inatividade, onde for suportado.
Reply Idea Users & Teams & Permissions
0 upvote
0 Reply
WilianFP
Participant | Gold Partner
July 21, 2023
Reply to Filter Dashboards by ANY field
Two suggestions: - Include a Button "Add new field filter" and let us choose the filter - Like in a BI (Power BI etc), the first section is this ...read more
WilianFP on May 20, 2023
Insert two or more company association in "Create Deal" window and select "Association Label"
Hi everyone, Today, in the window: "Create Deal" there is only a possibility to associate the deal to one company, or one contact, and there isn't the possibility to assignee the "Association Deal" directly in the Window "Create Deal". M read more
Reply Idea Deals
0 upvote
1 Reply
WilianFP on May 20, 2023
Dynamic Fields in "Create Company"
Hi everyone, I need the possibility to show or hide fields when my team, in the "Create Company" functionality, select "insured" or "broker". For example, when they select "insured" needs to show the field: "Clients Category" and hide "T read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
WilianFP
Participant | Gold Partner
August 22, 2022
Reply to Mandatory properties on Deal STAGES get skipped when creating a deal
Waiting for this functionality too.
WilianFP
Participant | Gold Partner
August 22, 2022
Reply to Deal stages to be mandatory
Excellent idea. I need this functionality too.
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