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

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

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

I want a calculated deal property called "new_arr". This shoud be the sum of the deal amount (deal property) and the "current_arr" (company property). Is such a calculated field possible? For context, the reason we are asking for this is because read more

Hi all, I want a custom property named "Renewal Qtr-Yr" that converts the reneal date i.e., 01/08/2024 to quater year format Q3 24. Is this possible?

I want a field that is populated when a deal owner on a deal is changed.