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Izolda
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Member since ‎Apr 27, 2017
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VagaeNatus on April 24, 2017
Pipeline specific Default Deal Properties
Hello Team, Our use case: We have various pipelines, for various sales cycles and sometimes various types of contacts or companies. The Deal's information we need to access depend on the pipeline the deal is in. Since the "default deal pr read more
Reply Idea Deals
292 upvotes
97 Replies
Izolda
Member
July 10, 2017
We would also like to have an option to see different deals properties under different pipelines.
bellawu on April 06, 2017
We should be able to set the CRM Deal Stage property in workflows
We should be able to set the CRM Deal Stage property in workflows, so we can send Inline EDM follow ups on mass to sales prospects in the deal funnel. This will then automatically jump the prospect to a new deal stage in the CRM. I get that there read more
Reply Idea Workflows
41 upvotes
15 Replies
Izolda
Member
June 22, 2017
Looking forward to it!!!!!!!!
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