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CRMlerin
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Member since ‎Feb 7, 2025
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CRMlerin
Member
March 28, 2025
Reply to Customize/change deal view
Thank you, I have requested the beta for changing the deal insights overview 🙂 Regarding the "Stopped" stage: I have already set the probabili...read more
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CRMlerin on March 28, 2025
Customize/change deal view
Hi, I'm looking for a way to change the deal overvie. I know how to customize the cards, but I'd like to exchange "Weighted Deal Amount" to "Forecast Amount". Furthermore, I'd like to change how "Open Deal Amount" is calculated. We have read more
Reply Discussion Deals
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CRMlerin
Member
March 25, 2025
Reply to Exchange of the values of one property in all data records
Hi @karstenkoehler , thank you very much for the prompt reply and links. Very helpful 🙂
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CRMlerin on March 21, 2025
Exchange of the values of one property in all data records
Hi, due to a mistake we need to exchange the value „deal amount“ in most deals. We have an excel file with the correct deal amount and the unique value „deal name“. I’ve tried to find a description on how to proceed, but did not find a fitting one. read more
Reply Discussion Deals
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