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PlanetPluto
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Membro desde ‎mar 3, 2017
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Solucionado
PlanetPluto on Março 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 Leia mais
Responder Discussão Deals
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PlanetPluto
Participante
Março 22, 2024
Thanks Karsten That is a very informative and helpful response. Thank you. Cheers
Solucionado
PlanetPluto on Março 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 Leia mais
Responder Discussão Deals
0 avaliações positivas
2 Respostas
PlanetPluto
Participante
Março 22, 2024
Thanks Karsten That is a very informative and helpful response. Thank you. Cheers
Solucionado
PlanetPluto on Janeiro 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 Leia mais
Responder Discussão best practices
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PlanetPluto
Participante
Janeiro 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...Leia mais
Solucionado
PlanetPluto on Janeiro 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 Leia mais
Responder Discussão best practices
2 avaliações positivas
5 Respostas
PlanetPluto
Participante
Janeiro 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...Leia mais
AbdullahKamran on Janeiro 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 Leia mais
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PlanetPluto
Participante
Dezembro 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?
Solucionado
PlanetPluto on Dezembro 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 Leia mais
Responder Discussão Starter
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PlanetPluto
Participante
Dezembro 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...Leia mais
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