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MHan9
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Matthew Han

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MHan9 on August 21, 2025
Best Practice for Deal Pipelines when you have a stripped down version of a product?
Hi there We are rolling out a stripped down version of our main product, and I am wondering whether or not it is best practice to create a new deal pipeline for this stripped down version of the product. It follows the same deal stages, bar skip read more
Reply Discussion Best Practices Deals
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MHan9
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May 15, 2025
Reply to Create and associate companies with contacts. Don't Create if I have already and associated company?
We are also having this issue @PamCotton , do you have an example of you outlined workflow?
MHan9
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August 12, 2024
Reply to Prevent contact records from merging
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