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TEdwards4
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Member since ‎Aug 23, 2022
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LidiaPedreira on June 07, 2023
Copy line item and value information
good morning! I would like to ask for help in copying the information from one deal to another. In order to work on the lost deals, we are copying all of them to another pipeline, this way we do not lose previous information and make it available read more
Reply Discussion
1 upvote
3 Replies
TEdwards4
Contributor
June 20, 2024
This is a huge gap in the product for us. We are trying to manage renewals but you can't clone the entire deal with line items and revenue into anot...read more
TEdwards4 on June 05, 2024
Keeping contacts in sync across pipelines
Hi Any ideas how I can make sure contacts are sync'd across multiple pipelines? So if a contact changes in one pipeline it auto updates all of the other pipelines. I can't think how to do this as a workflow. Your expertise would be appreciate read more
Reply Discussion Professional
0 upvote
2 Replies
TEdwards4
Contributor
June 07, 2024
My reply seems to have not posted, so apologies. Once a deal is won in the sales pipeline we have a workflow set to copy details over to two othe...read more
TEdwards4 on June 05, 2024
Keeping contacts in sync across pipelines
Hi Any ideas how I can make sure contacts are sync'd across multiple pipelines? So if a contact changes in one pipeline it auto updates all of the other pipelines. I can't think how to do this as a workflow. Your expertise would be appreciate read more
Reply Discussion Professional
0 upvote
2 Replies
TEdwards4
Contributor
June 07, 2024
My reply seems to have not posted, so apologies. Once a deal is won in the sales pipeline we have a workflow set to copy details over to two othe...read more
Solved
TEdwards4 on January 25, 2024
Tasks against deal report (non-paid seats)
Hi I'm trying to create a report to show on dashboard of all tasks allocated against deals for certain users. However, they are not showing up in the report. I'm wondering if I need to have a paid seat to do this as the paid users are showing up. read more
Reply Discussion Tasks
1 upvote
4 Replies
TEdwards4
Contributor
January 25, 2024
Thanks I think you’re correct. I was trying to create the report from Tasks but when I do it using Activity and selecting Tasks it works! Thanks for ...read more
Solved
TEdwards4 on January 25, 2024
Tasks against deal report (non-paid seats)
Hi I'm trying to create a report to show on dashboard of all tasks allocated against deals for certain users. However, they are not showing up in the report. I'm wondering if I need to have a paid seat to do this as the paid users are showing up. read more
Reply Discussion Tasks
1 upvote
4 Replies
TEdwards4
Contributor
January 25, 2024
Thanks I think you’re correct. I was trying to create the report from Tasks but when I do it using Activity and selecting Tasks it works! Thanks for ...read more
Solved
TEdwards4 on January 25, 2024
Tasks against deal report (non-paid seats)
Hi I'm trying to create a report to show on dashboard of all tasks allocated against deals for certain users. However, they are not showing up in the report. I'm wondering if I need to have a paid seat to do this as the paid users are showing up. read more
Reply Discussion Tasks
1 upvote
4 Replies
TEdwards4
Contributor
January 25, 2024
Thanks I think you’re correct. I was trying to create the report from Tasks but when I do it using Activity and selecting Tasks it works! Thanks for ...read more
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