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MDonelan
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Member since ‎May 22, 2019
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  • Upvotes Given
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Mike Donelan

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GLR on December 13, 2017
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
522 upvotes
217 Replies
Participant
September 05, 2019
So there is a bit of a workaround here. Deals can be created from a Contact. See below screenshot from the righthand column of a Contact record. ...read more
GLR on December 13, 2017
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
522 upvotes
217 Replies
Participant
September 05, 2019
So there is a bit of a workaround here. Deals can be created from a Contact. See below screenshot from the righthand column of a Contact record. ...read more
jbarrow on November 15, 2017
Hi, I want to do some analysis on how long it takes deals to close. Clearly, I have access to "create date" for a deal and I know when it moves to "closed won." I can create a report, export it to excel and run a DATEDIF formula to calculate read more
63 upvotes
19 Replies
Participant
May 23, 2019
One step further than this would be the ability to report on the average number of days to close for deals that are "Closed/Won" versus those that ar...read more
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