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lgancarz
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Member since ‎Jan 23, 2019
  • solutions
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  • Upvotes Given
    9
  • Upvotes Received
    30
  • Ideas
    4

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Lauren Gancarz

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Member
May 15, 2025
Not sure if others are experiencing the same issue. I did try the record cloning beta, with specific attention to the ability to clone deals. Howeve...read more
Member
June 20, 2024
A little bit of a workaround for this, which may work for some of you.... in the quote customization settings, you can go to Settings > Data Manag...read more
Member
September 28, 2023
I second the comment above. Our need for this stems to date picker fields, which is not available in this public beta. We need reps to be forced to u...read more
Member
April 06, 2023
Unfortunately, this beta and how it was designed isn’t super useful to us, as this only affects properties when the record is created. However, if we...read more
lgancarz on August 24, 2022
Our team is looking to take advantage of the automated emailing of reports to specific people. While this new feature exists, it's rather clunky in its current state. Our team would prefer that whatever report we automate delivery of, has an option read more
4 upvotes
2 Replies
Member
April 05, 2022
We are a SaaS company with yearly renewals, and pricing doesn't often change too much. It would be great to be able to clone deals and just update da...read more
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