Good day, is it possible to restore the organizational chart (OrgChartHub) of a Company that was lost when merging two Companies? Two organizations were merged and we lost a large organizational chart (OrgChartHub) that we worked hard on 😞 Lire la suite

Is it possible to introduce settings that would require the user to fill in the data of the associated Contact when moving to another Pipeline stage in the Leads and Deals object? For example, when moving from Lead Stage "New" to "MQL" we have to Lire la suite

Good day, I would like to limit the creation of new Leads to one specified stage, and then limit the possibility of skipping subsequent stages (mainly due to saving the conversion date to other stages for reporting). Is there such an option in t Lire la suite

Good day, I would like to limit the creation of new Leads to one specified stage, and then limit the possibility of skipping subsequent stages (mainly due to saving the conversion date to other stages for reporting). Is there such an option in t Lire la suite

Good day, I would like to limit the creation of new Leads to one specified stage, and then limit the possibility of skipping subsequent stages (mainly due to saving the conversion date to other stages for reporting). Is there such an option in t Lire la suite

Hi guys, I have a question from the not-so-smart group - will every Contact whose Lifecycle Stage is set to "Lead" result in the creation of a new Lead? If so, how can this be turned off (if possible)? The problem we have at the moment is a ver Lire la suite