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PlanetPluto
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Miembro desde ‎mar 3, 2017
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PlanetPluto en Marzo 22, 2024
In Deals, I find the "View Property History" in the 'Actions' dropdown quite useful. Particularly because it has a search box. When I put in Deal Stages in the search, it shows all the transitions with the dates. Nice. However, when my deals Leer más
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2 Respuestas
Participante
Marzo 22, 2024
Thanks Karsten That is a very informative and helpful response. Thank you. Cheers
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PlanetPluto en Marzo 22, 2024
In Deals, I find the "View Property History" in the 'Actions' dropdown quite useful. Particularly because it has a search box. When I put in Deal Stages in the search, it shows all the transitions with the dates. Nice. However, when my deals Leer más
0 Me gusta
2 Respuestas
Participante
Marzo 22, 2024
Thanks Karsten That is a very informative and helpful response. Thank you. Cheers
Resuelta
PlanetPluto en Enero 01, 2024
I'm using the Lead Status stage of Deal Opened. Is there any consensus on what stage people set the Lead Status to after a Deal is 'Won'? Are people just using 'Other' Interested in any suggestions. I was contemplating using 'Not Now". Meaning Leer más
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5 Respuestas
Participante
Enero 02, 2024
Hi Diana, I was referring to the Lead Status. My only mention of Lifecycle Stage was to state that after a deal is won, we switch this stage from Op...Leer más
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PlanetPluto en Enero 01, 2024
I'm using the Lead Status stage of Deal Opened. Is there any consensus on what stage people set the Lead Status to after a Deal is 'Won'? Are people just using 'Other' Interested in any suggestions. I was contemplating using 'Not Now". Meaning Leer más
2 Me gusta
5 Respuestas
Participante
Enero 02, 2024
Hi Diana, I was referring to the Lead Status. My only mention of Lifecycle Stage was to state that after a deal is won, we switch this stage from Op...Leer más
AbdullahKamran en Enero 24, 2023
Hi, We would like to know the limit of custom properties we can create through API for a single user. As far as we know we can only create 10 properties through the front end for free users. Does API limit consumes front-end limit or not and vice ve Leer más
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2 Respuestas
Participante
Diciembre 29, 2023
The much larger number of properties that can be created on the paid plans - can the free users still see those and enter values?
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PlanetPluto en Diciembre 29, 2023
I' currently using the free CRM and I am after some clarification of the possibilities of mixing paid and free seats. My understanding is that if I upgrade to a paid service, it is still possible to have free users on the platform too? How does it w Leer más
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3 Respuestas
Participante
Diciembre 29, 2023
Thanks for that. Much appreciated. So with the Sales Hub Starter, I get much more properties I can create than the free limit. Does this mean the ad...Leer más
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