lgancarz

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Lauren Gancarz

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lgancarz

Member

May 15, 2025

Reply to Cloning a Deal

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

lgancarz

Member

June 20, 2024

Reply to Quotes without line item pricing

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

lgancarz

Member

September 28, 2023

Reply to Field Dependencies for Contact Properties

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

lgancarz

Member

April 06, 2023

Reply to Field Dependencies for Contact Properties

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

Include Excel/CSV as an attachment with automated reports

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

Reply Idea Marketing Reporting

4 upvotes

2 Replies

lgancarz

Member

April 05, 2022

Reply to Cloning a Deal

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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