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PlanetPluto
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Membre depuis ‎mars 3, 2017
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Résolues
PlanetPluto le Mars 22, 2024
Deal Stage Recording
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 Lire la suite
Répondre Discussion Deals
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2 Réponses
PlanetPluto
Participant
Mars 22, 2024
Thanks Karsten That is a very informative and helpful response. Thank you. Cheers
Résolues
PlanetPluto le Mars 22, 2024
Deal Stage Recording
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 Lire la suite
Répondre Discussion Deals
0 Mention J'aime
2 Réponses
PlanetPluto
Participant
Mars 22, 2024
Thanks Karsten That is a very informative and helpful response. Thank you. Cheers
Résolues
PlanetPluto le Janvier 01, 2024
Lead Status after Deal is Won
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 Lire la suite
Répondre Discussion best practices
2 Mentions J'aime
5 Réponses
PlanetPluto
Participant
Janvier 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...Lire la suite
Résolues
PlanetPluto le Janvier 01, 2024
Lead Status after Deal is Won
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 Lire la suite
Répondre Discussion best practices
2 Mentions J'aime
5 Réponses
PlanetPluto
Participant
Janvier 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...Lire la suite
AbdullahKamran le Janvier 24, 2023
Limit for Custom Properties
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 Lire la suite
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PlanetPluto
Participant
Décembre 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?
Résolues
PlanetPluto le Décembre 29, 2023
New and Paid subscription
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 Lire la suite
Répondre Discussion Starter
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PlanetPluto
Participant
Décembre 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...Lire la suite
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