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ChristelleH
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Member since ‎Nov 16, 2022
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  • Upvotes Given
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  • Upvotes Received
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Christelle Hascher

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ChristelleH on January 10, 2023
Hi all! When you open a deal, there is a left panel with a "About this deal" part. I would like to make a property called "Closed lost reason" appears in that left part only when a deal is moved to the "Closed lost" column. This way we d read more
0 upvote
2 Replies
Participant
January 10, 2023
Hi @karstenkoehler Unfortunately, we are using a professional subscription. Anyway, thanks for the quick answer 🙂
Solved
ChristelleH on January 10, 2023
Hi all! When you open a deal, there is a left panel with a "About this deal" part. I would like to make a property called "Closed lost reason" appears in that left part only when a deal is moved to the "Closed lost" column. This way we d read more
0 upvote
2 Replies
Participant
January 10, 2023
Hi @karstenkoehler Unfortunately, we are using a professional subscription. Anyway, thanks for the quick answer 🙂
ChristelleH on January 08, 2023
I would like an option that when you click on a task title, it opens the deal associated with that task. For now it opens the company associated to the task, and shows all the activities of the deals associated with this company. For us it is q read more
0 upvote
0 Reply
Solved
ChristelleH on January 05, 2023
Hi all! When I click on a task title, it redirects to the associated company of the task. This does not suit our organisation. Indeed, we might have several deals open for the same company. So when we open a task by clicking on the titl read more
1 upvote
2 Replies
Participant
January 05, 2023
Hi @danmoyle , and thanks a lot for your answer! I was afraid there is no way to open a deal direclty though the task, but it was worth asking. ...read more
Solved
ChristelleH on January 05, 2023
Hi all! When I click on a task title, it redirects to the associated company of the task. This does not suit our organisation. Indeed, we might have several deals open for the same company. So when we open a task by clicking on the titl read more
1 upvote
2 Replies
Participant
January 05, 2023
Hi @danmoyle , and thanks a lot for your answer! I was afraid there is no way to open a deal direclty though the task, but it was worth asking. ...read more
Solved
ChristelleH on November 16, 2022
Hi all! I created a property I called "Status" for my deals with a drop down menu. Here are the three options of the menu : - Won - Lost - On hold I would like that when a user select the option "Lost", a text field appear where the user c read more
0 upvote
2 Replies
Participant
November 16, 2022
Hi @karstenkoehler Thank you very much for your quick and detailed reply. I will give a try to the default deal stage property and see if it c...read more
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