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RFeser
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Member since ‎Oct 30, 2024
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Rosina Feser

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RFeser on December 19, 2024
How do I set up a workflow to automatically change the meeting type of the very first meeting added to a record? I have tried the trigger of when a meeting is created, but cannot figure out how to set it up so that the filtering only changes the mee read more
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October 31, 2024
I agree that it is frustrating and the feature would be so much cooler with the ability to customize the properties. When we review our pipeline we'd...read more
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RFeser on October 30, 2024
Hello, I am trying to find a way to not just show the deal insights at the top of the deal pipeline page, but customize what data I want to display there. Right now it shows Total Deal Amount, Weighted Deal Amount, etc. Can I select different da read more
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