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acarbonneau
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Member since ‎Jul 26, 2023
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Abby Carbonneau

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acarbonneau on March 21, 2024
Does anyone have a solution for showing details about tasks in the deal view? Our team would love to be able to look at their list of deals and have a column that shows the due date of the next task associated to that deal.   Something like this: read more
0 upvote
2 Replies
Participant
March 24, 2024
Thank you! Yes, the next activity date works well for this use case!
Solved
acarbonneau on March 21, 2024
Does anyone have a solution for showing details about tasks in the deal view? Our team would love to be able to look at their list of deals and have a column that shows the due date of the next task associated to that deal.   Something like this: read more
0 upvote
2 Replies
Participant
March 24, 2024
Thank you! Yes, the next activity date works well for this use case!
Solved
mrprice on August 10, 2020
Is there a way to link one deal to another deal? We have a situation where a current deal is a follow-on to a previous deal and we'd like the ability to link those deals together.
8 upvotes
10 Replies
Participant
October 19, 2023
Does this only work with contacts or can deals be associated with other deals?
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