Hi all, We are looking for the best way to capture leads at trade shows that enables us to do ROI analysis. Would love any advice on how people have done this in the past.

Hi all, We are wondering how best to deal with MYDs. We have a workflow that copies information from the closed won deal to the company once the contract start date is met, but we are running into problems when there is price escalation between read more

I want to create a workflow that changes the meeting outcome to "completed" once a deal moves from the discovery stage to the validation stage. I have tried a deal based workflow but cannot seem to update activity outcomes. Have other people tri read more

How can I make a number of associated won deals field on companies? I have deals in two pipelines (sales and customer success) and want the total number of won deals on the company. Ideally it would only populate the primary company.