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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
Contributor
March 11, 2025
Reply to Limit Deal Creation
Hi Karsten, Is there a way to have the conditional property have to be a certain answer in order for the deal to be created? Meaning if I make o...read more
Solved
LNitti on March 11, 2025
Limit Deal Creation
Hello, We recently switched over to using the Lead Object in the hopes of getting rid of our Pre-Qualified Deal Pipeline. I am noticing that the sales team is still going into the Sales Deal Pipeline to create deals, when I want them to use read more
Reply Discussion Deals
0 upvote
6 Replies
LNitti
Contributor
February 19, 2025
Reply to Contacts with No Open Opportunities
Thank you! That worked. I don't know what I was doing wrong before but this seems to pull the results we needed!
LNitti
Contributor
February 19, 2025
Reply to Contacts with No Open Opportunities
Hi Karsten, What would the filters be for contacts associated with open deals? I have tried this way also and it still pulls in contacts it shou...read more
Solved
LNitti on February 19, 2025
Contacts with No Open Opportunities
Hello! I am trying to pull a list of contacts who attended a webinar and is not currently associated with an open opportunity. What keeps happening is it pulls in contacts that have associations with ANY deal, regardless of filtering by deal st read more
Reply Discussion Lists
0 upvote
4 Replies
LNitti on September 26, 2024
Customize personalized tokens in workflows
Hello, We are working on automating our sales hand-off email after a deal moves into closed won. I have built a workflow to send an internal email when a deal is moved to closed won. This internal email contains deal tokens. See below: read more
Reply Discussion Workflows
0 upvote
2 Replies
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