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MCoughlan6
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Membre depuis ‎janv. 24, 2023
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Mike Coughlan

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Résolues
MCoughlan6 le Mars 30, 2023
Closed Won Approval
Hi all, Is there any way to include an approval step before allowing the sales team to close an opp? Maybe an email to an approver, who can check the data, and close the deal if all is included? We have a number of fields both in the deal, a Lire la suite
Répondre Discussion Professional
0 Mention J'aime
2 Réponses
MCoughlan6
Participant
Mars 31, 2023
That's great, thanks for your help 🙂
Résolues
MCoughlan6 le Mars 30, 2023
Closed Won Approval
Hi all, Is there any way to include an approval step before allowing the sales team to close an opp? Maybe an email to an approver, who can check the data, and close the deal if all is included? We have a number of fields both in the deal, a Lire la suite
Répondre Discussion Professional
0 Mention J'aime
2 Réponses
MCoughlan6
Participant
Mars 31, 2023
That's great, thanks for your help 🙂
Résolues
MCoughlan6 le Mars 06, 2023
Mandatory Fields
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide Lire la suite
Répondre Discussion Professional
3 Mentions J'aime
9 Réponses
MCoughlan6
Participant
Mars 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...Lire la suite
Résolues
MCoughlan6 le Mars 06, 2023
Mandatory Fields
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide Lire la suite
Répondre Discussion Professional
3 Mentions J'aime
9 Réponses
MCoughlan6
Participant
Mars 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...Lire la suite
Résolues
MCoughlan6 le Mars 06, 2023
Mandatory Fields
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide Lire la suite
Répondre Discussion Professional
3 Mentions J'aime
9 Réponses
MCoughlan6
Participant
Mars 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...Lire la suite
Résolues
MCoughlan6 le Mars 06, 2023
Mandatory Fields
Hi all, I have a question re mandatory fields which I'd appreciate some help with. What I'm looking to achieve, is that when a deal closes (won), certain fields on the ACCOUNT need to be filled out. Is there a way of achieving this? Ide Lire la suite
Répondre Discussion Professional
3 Mentions J'aime
9 Réponses
MCoughlan6
Participant
Mars 07, 2023
Hi @karstenkoehler , thanks again for looking at this. I'll give it a go myself first, but thanks for the offer. I'll try just the duplicate fields ...Lire la suite
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