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KRoos
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Member since ‎Jun 7, 2024
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KRoos
Participant
October 08, 2024
Reply to Properties in deal stages
Hi @lica-mm , I haven't seen this yet, I will look into it, thanks! Kind regards, Kelly
KRoos
Participant
October 08, 2024
Reply to Properties in deal stages
Hi @karstenkoehler thanks for your response. I've looked into it and I don't have the right to apply conditional logic, but a colleague does...read more
Solved
KRoos on October 07, 2024
Properties in deal stages
Hi, I have a question and I hope someone has a solution. We sell different services, but all the deals are in one pipeline. But for the different services we need different properties filled. We want to use the properties that appear when y read more
Reply Discussion Enterprise
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KRoos on September 20, 2024
Activities aren't shown in the report Team Activity Timeline
Hi, I need your help. As a Sales Manager I'm looking at the Team Activity Timeline, to see if my team do a lot of activities. The problems is that the activities of one accountmanager don't come forward in the Report 'Team activity timeline' (I read more
Reply Discussion Enterprise
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1 Reply
KRoos
Participant
September 16, 2024
Reply to Best way to create a ticket from sales to operations
Hi WKhan57, thanks for your response and solution! I know that you can add questions (properties) that pop-up when you want to change the deal stat...read more
Solved
KRoos on September 16, 2024
Best way to create a ticket from sales to operations
Hi, Our sales department collects all kind of information during the sales cycle and at the end when the deal is won. We've added custom properties to store this information (no in a playbook, but we want the accountmanager to store it in the de read more
Reply Discussion Enterprise
0 upvote
2 Replies
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