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Bex
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Member since ‎Dec 11, 2018
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Bex Millen

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claireWorkCast on February 25, 2020
Associate products/show product associations on Company/Contact/Ticket records
Hi I would like to submit for Products not to be associated just to a deal. This information should be able to pull across to the company record, the contact level and then a workflow to tickets could be implemented. This would mean that when read more
Reply Idea Products & Quotes
185 upvotes
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Bex
Member
December 31, 2019
The abilty to creat a workflow from the products used within a quote that copy this onto the deal and then to the company. At the moment when looking...read more
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