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ExiledGull
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Member since ‎Sep 19, 2018
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Alan Rawlins

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ExiledGull on June 22, 2021
Why are Deal Type Changes with CRM not possible anymore?
Hi I have used CRM for quite a while now and had been able to add/amend categories to the deal type so when I created a new deal these amended deal types would appear in a drop-down box so I could select one. I have recently tried to amend this read more
Reply Discussion CRM
0 upvote
9 Replies
ExiledGull
Member
June 22, 2021
Thanks, so that's how you do it now ! much appreciated. BW Alan
Solved
ExiledGull on June 22, 2021
Why are Deal Type Changes with CRM not possible anymore?
Hi I have used CRM for quite a while now and had been able to add/amend categories to the deal type so when I created a new deal these amended deal types would appear in a drop-down box so I could select one. I have recently tried to amend this read more
Reply Discussion CRM
0 upvote
9 Replies
ExiledGull
Member
June 22, 2021
Thanks, so that's how you do it now ! much appreciated. BW Alan
Solved
ExiledGull on June 22, 2021
Why are Deal Type Changes with CRM not possible anymore?
Hi I have used CRM for quite a while now and had been able to add/amend categories to the deal type so when I created a new deal these amended deal types would appear in a drop-down box so I could select one. I have recently tried to amend this read more
Reply Discussion CRM
0 upvote
9 Replies
ExiledGull
Member
June 22, 2021
Thanks, so that's how you do it now ! much appreciated. BW Alan
Solved
ExiledGull on June 22, 2021
Why are Deal Type Changes with CRM not possible anymore?
Hi I have used CRM for quite a while now and had been able to add/amend categories to the deal type so when I created a new deal these amended deal types would appear in a drop-down box so I could select one. I have recently tried to amend this read more
Reply Discussion CRM
0 upvote
9 Replies
ExiledGull
Member
June 22, 2021
Thanks, so that's how you do it now ! much appreciated. BW Alan
Solved
ExiledGull on June 22, 2021
Why are Deal Type Changes with CRM not possible anymore?
Hi I have used CRM for quite a while now and had been able to add/amend categories to the deal type so when I created a new deal these amended deal types would appear in a drop-down box so I could select one. I have recently tried to amend this read more
Reply Discussion CRM
0 upvote
9 Replies
ExiledGull
Member
June 22, 2021
Thanks, so that's how you do it now ! much appreciated. BW Alan
ExiledGull on September 19, 2018
Sequence Videos
It would speed up engagement if you could set up a sequence with video content rather than just text.
Reply Idea Sequences
5 upvotes
3 Replies
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