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GPFlores15
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Member since ‎Dec 21, 2023
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GPFlores15 on April 18, 2025
Required fields on Company Record
What is the best way to make certain fields on the Company required. If someone opens up a company record and any of those fields are NOT required, how would be the best way to have the user fill out those fields? The main requirement to trigger t read more
Reply Discussion CRM
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GPFlores15 on February 24, 2025
Revenue added to Forecasting table
Is it possible or does anyone have any reporting that shows Revenue vs goals? We like the Forecasting table view, but the table is calculating t he closed won amount against revenue goals and we'd like to show actual Revenue numbers (sum of invoic read more
Reply Discussion Reports
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GPFlores15
Contributor
November 27, 2024
Reply to Workflow enrollment trigger when quote is sent for signature
Hello, I am trying to do something similar to this. What is your workflow that triggers when a quote is created or signed?
GPFlores15
Contributor
October 08, 2024
Reply to Need a simple workflow that sends an email to a contact at specific time/day milestones of a Deal
thank you for your help. we will look into this today.
GPFlores15
Contributor
October 08, 2024
Reply to Need a simple workflow that sends an email to a contact at specific time/day milestones of a Deal
Yes, we have enterprise subscription.
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GPFlores15 on October 07, 2024
Need a simple workflow that sends an email to a contact at specific time/day milestones of a Deal
We are looking for a simple workflow that sends out an email to the primary contact of a deal on day 1 of that deal being generated, day 60 of that deal generated, etc.
Reply Discussion Email Deliverability
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