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jhnnxn
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Member since ‎Feb 1, 2023
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John Nixon

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tbernier on May 13, 2020
Internal Notifications by Team assignments
I've created numerous workflows to send internal user communications of certain activities on Deals and Tickets. I wanted to have these notifications sent to members of Teams, but have now learned that only those assigned to a team as their Primary read more
Reply Idea Workflows
18 upvotes
11 Replies
jhnnxn
Member
March 09, 2023
Absolutely agreed here. Without this, what is the point of having "Additional Team Members" at all?
Pasqual on April 29, 2021
Feature to take a cloned quote and associate it with a new deal
I find very handy the feature to clone a quote. For me is especially useful when you have a similar quote that you need to redo. My problem is that when I need to clone, a quote is not for the same deal. Let me try to explain: 1) I crea read more
Reply Idea Deals
102 upvotes
44 Replies
jhnnxn
Member
February 27, 2023
Can't believe this is not a basic function. Need this created asap as our team wants to clone Quotes all the time but for tracking and reporting we n...read more
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