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BGreen92
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Member since ‎Nov 9, 2023
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BGreen92
Participant
April 29, 2024
Reply to Custom Property Calculation with a Condition
Thank you, Colin; I have managed to get this to work. I'll post the solution for others just in case they need to achieve a similar scenario. He...read more
Solved
BGreen92 on April 29, 2024
Custom Property Calculation with a Condition
Hello, I have been implementing a property onto deals that calculate the number of days the deal has been in a deal stage. I'm using a custom formula on a property: time_between([properties.date_became_sales_qualified_lead_in_pipeline], read more
Reply Discussion Enterprise
0 upvote
2 Replies
BGreen92
Participant
April 22, 2024
Reply to Moving of Deals from Other Piplines
I have a test account with the restricted permissions assigned to check they are working.
BGreen92
Participant
April 22, 2024
Reply to Moving of Deals from Other Piplines
We have permissions and rules set up, but users seem to be able to override them when using the Change Pipeline option on a deal.
Solved
BGreen92 on April 22, 2024
Moving of Deals from Other Piplines
Hey! Hoping someone can help me or point me in the right direction. We have an issue with permissions / movement of deals between pipelines. We have two pipelines (Partnerships & Sales) we have enabled the permissions to limit who can read more
Reply Discussion Deals Sales
0 upvote
5 Replies
BGreen92
Participant
January 29, 2024
Reply to Formula to output future date
This is now resolved
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