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PvanderValk
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Member since ‎Nov 16, 2023
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Patrick van der Valk

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PvanderValk
Participant
February 20, 2025
Reply to Combining Live Chat and Chat Bot?
Sweet! Thanks!
Solved
PvanderValk on February 20, 2025
Combining Live Chat and Chat Bot?
I am trying to set up a system that uses the Chat on our website in such a way that it first qualifies someone by asking one question and then, depending on the answer, getting them in front of a live person or having them go through self-help optio read more
Reply Discussion Chat
0 upvote
2 Replies
PvanderValk
Participant
February 19, 2025
Reply to How to stop mandatory field request when moving in pipeline
Thanks. I submitted the request/idea
PvanderValk on February 19, 2025
Only request mandatory Deal fields when there is no value
Currently, when there is a mandatory field in Deals and someone moves a Deal from one Stage to another, they are requested to fill in the field again, even if it is pre-populated with the current value. Request: only ask for a mandatory field i read more
Reply Idea Deals
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0 Reply
Solved
PvanderValk on February 19, 2025
How to stop mandatory field request when moving in pipeline
Hi all, I set up a mandatory field on Deals. However, even when it is filled in, when someone moves a Deal from one Stage to another, they are requested to fill it in again. The field is pre-populated with the current value, so it's not a big as read more
Reply Discussion CRM
0 upvote
2 Replies
PvanderValk
Participant
January 29, 2025
Reply to How to create a Contact list based on Company Deal Stage and Contact Criteria?
Perfect! Thank you both!
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