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PAllen2
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Member since ‎Nov 7, 2023
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Poppy Allen

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PAllen2
Participant
December 28, 2023
Reply to Upload File to Survey
This is necessary for us as well! We ask clients to upload their logo and currently need to utilise Typeform just for this use case. Would love to ce...read more
PAllen2
Participant
November 14, 2023
Reply to How can I add a deal property to the company view
Thank you Karsten! Super helpful - we now have visibility on all the data we need 🙂
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PAllen2 on November 07, 2023
How can I add a deal property to the company view
How can I display the renewal date at the company level? Our goal is to streamline the process for our Customer Success Managers so that they don't have to click into individual deals to access this information. Instead, we'd like them to have a read more
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PAllen2
Participant
November 07, 2023
Reply to Associate products/show product associations on Company/Contact/Ticket records
Also adding a vote for this, please. Having the renewal date at a company level will allow our CS team to work more efficiently.
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