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Jennyhardman
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Member since ‎Apr 27, 2017
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Jennyhardman on May 02, 2017
I would like to simplify the workflow stages as we have a pretty basic business with only 4 options needed. With some really untecky people in the business I would like to make it as simple as possible. Is there a way to remove some of the opti read more
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Most Valuable Member | Elite Partner
May 12, 2017
Hi @Jennyhardman You can customise the deal stages to meet your precise needs. The best way is to go into 'Sale' and then select Setti...read more
Jennyhardman on April 27, 2017
I am looking for a CRM system that will allow me to run an affiliate scheme. Basically we are a business consultancy and when we get a referral we pay a referral fee to the person who has referred them. We need a way to track who has refe read more
22 upvotes
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Community Manager
December 21, 2021
Hi @wlott , thank you for your comment. There are two product ideas in our Ideas Forum with a similar use case: Referral Program L...read more
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