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MARTY5000
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Member since ‎Nov 7, 2023
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Chris Martin

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stevenplapp on December 18, 2017
For any business generating sales from referrals, it is important to track who your referral sources are, by linking them to deals that they referred. Currently, there is no way to effectively link "referral sources" to deals. The current me read more
79 upvotes
28 Replies
Participant
January 22, 2024
If you have access to custom objects, I've created a Referral Source custom object with properties for tracking their information (like name, email, ...read more
Solved
Jenny26 on March 20, 2023
Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as read more
Participant
January 19, 2024
I think creating Product Order 1, Product Order 2, etc (perhaps in a custom Object to make it easier to manage/view on Contact record) and then addin...read more
Solved
Jenny26 on March 20, 2023
Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as read more
Participant
January 19, 2024
I think creating Product Order 1, Product Order 2, etc (perhaps in a custom Object to make it easier to manage/view on Contact record) and then addin...read more
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