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LNitti
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Member since ‎Jan 17, 2024
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Liz Nitti

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LNitti on April 08, 2024
Has anyone used the LinePilot integration yet? I am curious on how others have used it and if they felt it was worthwhile. We are looking to automatically update/add line items on a deal for our bundle products.
1 upvote
2 Replies
Solved
LNitti on March 07, 2024
Does anyone have any ways they have built packages into their product library? I'm trying to figure out how we can group products into a package so that our reps can just add the package and have all those line items appear. These packages will als read more
0 upvote
4 Replies
Participant
March 18, 2024
@Jnix284 you created a folder property that was on the deal record? And then when one was selected from that folder, it selected all the other opti...read more
Solved
LNitti on March 07, 2024
Does anyone have any ways they have built packages into their product library? I'm trying to figure out how we can group products into a package so that our reps can just add the package and have all those line items appear. These packages will als read more
0 upvote
4 Replies
Participant
March 18, 2024
@Jnix284 you created a folder property that was on the deal record? And then when one was selected from that folder, it selected all the other opti...read more
LNitti on February 27, 2024
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more
Participant
February 29, 2024
@Jonas_De_Mets I have tried this and the issue is when it comes to filtering for specific products, multiples of the same product are showing up. I...read more
LNitti on February 27, 2024
Hi everyone, We have some deals that have multiple line items in each one. Are there any recommendations for how you report on these line items and are able to split them up? We have found that reports are not counting the line items when there read more
Participant
February 29, 2024
@Jonas_De_Mets I have tried this and the issue is when it comes to filtering for specific products, multiples of the same product are showing up. I...read more
LNitti on February 23, 2024
Using a workflow, is it possible to copy a line item value to a deal property? I have been working with Zapier, but can't seem to figure out how to automate it.
0 upvote
7 Replies
Participant
February 26, 2024
Hi @BérangèreL This is what I am using Zapier for: My goal is to get the line item to map to the deal properties to allow our reporti...read more
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