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TShemesh8
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Member since ‎Apr 5, 2023
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TShemesh8
Contributor
October 16, 2024
Reply to Reporting on Deal Primary Company
@karstenkoehler You are right. Can you explain what this option does now? by choosing the association "Primary" on the deal-company one, will this ...read more
TShemesh8
Contributor
October 16, 2024
Reply to Reporting on Deal Primary Company
Hi Karsten, When creating a custom report with deals, companies and line items as the data sources, this is what I get under the association link...read more
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TShemesh8 on October 16, 2024
Reporting on Deal Primary Company
Hi all, We are running into an issue when trying to run a report that includes the company name - in some deals we have more than one company which creates duplicate line items in my report (as each company that's associated with the deal is sho read more
Reply Discussion Enterprise
1 upvote
6 Replies
TShemesh8
Contributor
August 14, 2024
Reply to User's can't see his deals
Hi @karstenkoehler , I found the issue with the help of another slaesops person - the pipeline was not assigned to the team. That's why when he...read more
TShemesh8
Contributor
August 13, 2024
Reply to User's can't see his deals
Here is a screenshot from the user's login: As I mentioned, when I move the user to another team, the issues are resolved.
TShemesh8
Contributor
August 13, 2024
Reply to User's can't see his deals
Yes there are deals assigned to this user. When I move the user to another team they can actually see those deals in the list view. Otherwise the use...read more
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