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GuyFoster
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Member since ‎May 9, 2017
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GuyFoster on October 22, 2021
Sorting deals in Negotiation Stage by soonest expected close date
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?
Reply Idea Deals
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waihonger on January 03, 2017
Allow Workflows to specify deal properties
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
Reply Idea Workflows
305 upvotes
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RebeccaNixon
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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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