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Zayne
Contributor
Member since ‎Feb 9, 2023
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  • solutions
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  • Replies
    20
  • Upvotes Given
    46
  • Upvotes Received
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  • Ideas
    5

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Activity

Zayne
Contributor
December 05, 2025
Reply to Reassign lead primary company
Is there a fix for this yet? it's a really problematic bug for me. I need to be able to switch primary companies.
Zayne on July 29, 2025
Limit Products per Team/User
Currently, there is no way to limit which products are shown to which team members. We have the situation where we want to be able to show specific Products for a team in specific regions as we have slightly different pricing books/pricing structure read more
Reply Idea Products and Quotes
1 upvote
1 Reply
Zayne
Contributor
June 24, 2025
Reply to Create Quote without Deal
This should not be marked as the accepted solution. There is STILL no way to create a quote without a deal. Yes, you can associate the quote with a c...read more
Zayne
Contributor
June 04, 2025
Reply to Associating Custom Contact Labels within Lead Records
@Josh The link you've pointed to isn't for the same issue. @Janakan_S is spefically talking about association labels between the Lead and Contact...read more
Zayne
Contributor
March 06, 2025
Reply to Global View for Leads
Completely agree. We use quite a few custom fields on leads and need an easy way to view a list based on filtering of these custom fields. We want to...read more
Zayne on February 04, 2025
Detailed logging for workflow webhook triggers
It is currently impossible to see any details relating to workflow webhook trigger failures. When you hit the webhook endpoint, you receive back the id of the webhook, regardless of whether the workflow even ran. The specific use case I'm trying to read more
Reply Idea Integrations Workflows
0 upvote
0 Reply
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