DChaloux

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solutions
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Devin Chaloux

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DChaloux

Participant

May 15, 2023

Reply to How does the "Available" status get determined in an inbox?

Hi! I'd like to provide a use case. We want to provide live chat, but it is not the priority of any of our team members. We're a small startup wi...read more

DChaloux

Participant

May 10, 2023

Reply to Multilevel categories

I would also love to see this feature. It feels like a must have for those of us with multiple products that have different "jobs-to-be-done." I...read more

DChaloux

Participant

May 09, 2023

Reply to Ideas on how to filter companies by active time-based deal?

Thanks Lucas! This is a great suggestion. I made one tweak because the company couldn't be enrolled again in the workflow without some property chang...read more

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DChaloux on May 09, 2023

Ideas on how to filter companies by active time-based deal?

We're an enterprise-level SaaS company that offers annual deals. We have it set up so renewals are a new deal. There is a "status" property in deals that says "active" when their license is valid and "expired" when their license has ended, automated read more

Reply Discussion Companies CRM Deals Professional

1 upvote

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