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Alexa2358
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎May 15, 2024
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Alexa2358
Participant | Platinum Partner
January 21, 2025
Reply to Make Line Items available personalization for all templates
Yes, totally aggree here. We badly need this too for one of our clients! Also bringing line items into a Google Sheet would be helpful. Thank...read more
Alexa2358
Participant | Platinum Partner
November 04, 2024
Reply to Change steps of my schedule a meeting Page
@VBhardwaj If I'm not wrong, your request referred to changing the order of steps in which a meeting is booked - is that correct? I've encountered ...read more
Alexa2358
Participant | Platinum Partner
October 18, 2024
Reply to Import multiple different line items with one deal
@agirard Thanks for answering, but what if you have to import a bunch of deals with different line items and all the deals are new in the system (t...read more
Alexa2358 on September 18, 2024
Button for dependencies
Hello everyone, I'm not sure if anybody posted this idea just yet, but a button for dependencies would be an awesome addition to the system! I am currently working for a client that has a lot of dependencies between objects, that means that eac read more
Reply Idea Properties Workflows
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Alexa2358
Participant | Platinum Partner
August 23, 2024
Reply to Data Entry and Cleansing Best Practices
Hello everyone, thank you for opening up this topic! I was also wondering the same thing and also, does anybody have any templates for these clean-up...read more
Alexa2358
Participant | Platinum Partner
July 22, 2024
Reply to Ability to customize customer portal invitation email
Any updates here? We have the same issue.
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