We use deal owners and csm owners, so having both added automatically through workflow to the deal collaborators would help and ensure they inherit t...read more
When we create an automated deal based on a form submission, we choose to take the contact and company history with it. It is really too bad we...read more
Hey, can't believe this isn't possible and still here since 2021. Obviously a must when sending the same sequence from different people. For instanc...read more
I really like that we can customize all the objects and their sidebars and all. Even better to adapt what people see whether they are in one team or...read more
@KCTravison exactly!!! We need this for the exact same use case. Great to hear you use the same logic and expect the same thing : this feature sho...read more
Hi Zeke, thanks for the update and clarification. I got to admit it is a big setback and great disappointment though. We really need help to auto ap...read more