You can do this via the workflow tool. I was previously doing it via the API, but its actually pretty easy to clone a deal (for ex. create a "duplic...read more
I agree. I previous had Zoho CRM and they had a "views" dropdown option that allowed you to see different fields on a given deal depending on what v...read more
Yes, an update would be very much appreciated. Also - the ability to customize quotes (product line items, discounts, terms, and conditions) ...read more
This hubspot blog post does it, and I've noticed lots of others doing it as well nowadays. I'd also like to apply to the same concept to a form on a landing page (the form stays beside of the landing page content as the user scrolls through the m read more
This hubspot blog post does it, and I've noticed lots of others doing it as well nowadays. I'd also like to apply to the same concept to a form on a landing page (the form stays beside of the landing page content as the user scrolls through the m read more