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MJacobson7
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Mike Jacobson

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mdrnd on May 25, 2021
Custom deal properties based on different deal pipelines
Hey everyone, Is there any specific plans on the rodmap to be able create custom deal properties based on specific pipelines? For example we have 2 different pipelines; 1) Onboarding pipeline, where you can onboard new clients (mostly paperwork read more
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MJacobson7
Participant
October 28, 2022
I am having this same issue. We have three separate pipelines, and while we can customize the Deal card for each one, we are using the same "Create a...read more
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