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.

Hi there, would love to understand best practices regarding deals with break clauses. Do people tend to put the contract renewal date as the break clause date or as the full contract end date? We have a CS pipeline but have been asked for break read more