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GuyFoster
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Member since ‎May 9, 2017
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GuyFoster on October 22, 2021
Our Negotiation Stage Deals have the 'longest' first whereas the other stages are newest to oldest - how can this be changed so Negotiation Stage deals start with those expected soonest?
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waihonger on January 03, 2017
Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign read more
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December 14, 2018
We use deal workflows to put an "auto-renew" deal in the pipleine close to the end of the customer's contract. The fact that the workflow can create ...read more
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