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isaacpellerin
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Member since ‎Jan 10, 2019
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Isaac Pellerin

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Thomas_Vanguard on September 18, 2017
When creating a Task as part of a Workflow it would be useful to be able to associate that task to a Deal.
66 upvotes
26 Replies
Contributor
April 23, 2020 00:49
Thank you @MeganLegge that makes sense, sorted now! Appreciate your quick response 🙂
lindsayroseryan on February 16, 2018
Other messaging tools capture the end user's IP address immediately when they initiate a conversation with a representative. This is a valuable piece of information the ensures that the customer has the best experience possible. There are read more
80 upvotes
37 Replies
Member | Platinum Partner
October 28, 2021 07:28
@cdewey22 There was never an update, has there been one?
granthensel on April 22, 2017
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. read more
109 upvotes
60 Replies
Member
February 02, 2022 03:46
Upvoting! It would be very useful to have the possibility of setting a 0% probability without being in "Lost" stage.
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