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MDolfi
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Member since ‎May 22, 2024
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Mikhaila Dolfi

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MDolfi
Participant
October 16, 2024
Reply to Deal amount matching Payment received
Thanks Kennedy. Looking forward to hearing your feedback, @Jnix284 , @JenBergren , @GeorgeBThomas!
MDolfi on October 04, 2024
Feature Request - Update Deal Amount to match Amount Quoted/Received
Hello, It would be hugely beneficial for deal amounts to be automatically updated to match the price of an associated quote or payment. Our standard product prices is $1999. However, discounts are frequently offered by our salespeople. Bec read more
Reply Idea Deals
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MDolfi
Participant
October 04, 2024
Reply to Deal amount matching Payment received
Hi Kennedy, Thanks for your reply. My question was more about the amount being updated on an existing deal. For example, the below scenario: 1. Quo...read more
MDolfi on October 03, 2024
Deal amount matching Payment received
Hello, If a payment is received on a quote, will the amount on the associated deal automatically update to match the payment amount received? If this is not a native setting, is there a way to configure it as such? Thank you, Mikhaila read more
Reply Discussion Professional
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