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Maddi-Idun
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Member since ‎Oct 2, 2023
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Maddi Idun

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Maddi-Idun on May 15, 2025
When searching for a property in workflow actions, it'd be great if you could either filter by the property group, or at least minimise groups of properties. Example below: when searching 'pipeline' it comes up with all the different time stampi read more
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Member
April 08, 2025
we need this ability too! Even if the deals don't meet the approval criteria you still aren't able to import them to a later stage which doesn't make...read more
Member
February 26, 2025
This is a frustration for us too. Appreciate we could upload docs and create links each time but it just adds a lot of extra steps. Adding an attachm...read more
Member
February 21, 2025
This is super important for us too. Would be great if our sales team could easily see property descriptions when moving deals between stages.
Maddi-Idun on January 24, 2025
Deal splits should have their own permission set - a user shouldn't need the ability to delete a deal to remove a deal split.
Maddi-Idun on January 21, 2025
It'd be great to be able to customise the 'out of the box' analytics reports. For example: we would love to be able to swap out the close date field in the deal push rate report to another date field, or to create a historical snapshot showing a read more
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