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John_Egerton
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Member since ‎Jun 12, 2019
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John_Egerton on October 26, 2020
Report Deals Where Last Modified More Than 10 Days Ago
Hi There, I would like to create a report showing me and deals that have not been updated within the last 10 days. Alternatively, any deals that have not had their 'Next Steps' property not updated in the last 10 days. Is there any way of do read more
Reply Discussion Professional
0 upvote
2 Replies
AmyLou
Top Contributor
October 28, 2020
Hi @John_Egerton , @karstenkoehler is so good at explaining! That's definitely the best way forward. However, if you're unable to build it you...read more
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
848 upvotes
428 Replies
SFord8
Member
July 04, 2022
Hello, I'm trying to add two new columns to a quote, but I need to see particular properties that I created in the product information. I've creat...read more
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