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Alison Flaherty

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AFlaherty6 on June 01, 2023
I am trying to create a report to add to our Sales dashboard noting any time a deal is created over a certain threshold. We have pretty standard pricing and I want to make sure these outliers are noted and reviewed. Any guidance is appreciated.
AFlaherty6 on March 06, 2023
I am trying to create a workflow for a round-robin meeting to assign the Contact Owner to whomever the meeting ends up being scheduled with. I'm getting stuck when I'm required to indicate who the contact owner should be changed to. I want it to be read more
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AFlaherty6 on December 15, 2022
Is it possible to have a signed quote trigger a pop-up form? We need to gather very specific information from clients and am looking for the most efficient way to get them the form once they accept their quote. Thanks!
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