Not sure why this idea is marked as resolved, as workflows address recurring deals, but doesn't address the underlying ask here. Y ou should be abl...Leer más
This is a critical functionality currently missing from Workflows. Need the ability to create, edit, update deal properties based on triggered action...Leer más
You can't bulk edit all properties, for example Associated Company, Associated Contact etc. except through the API. This is a simple functionality t...Leer más