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EdenAllel
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Member since ‎Jun 14, 2019
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KevinFMTV on June 28, 2019
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
436 upvotes
136 Replies
Member
October 29, 2019
great functionality indeed! any time a deal stage changes or a property changes which indicates the task of the lead is no longer valid, it should ...read more
EdenAllel on August 13, 2019
Searching on the contact page by custom properties created by me can be of great help. for instance, we give each new costumer a unique serial #. If i want to search the client via that serical # i need to: take the extra step of going to con read more
EdenAllel on June 14, 2019
Editing what apears on a deal card. E.G. Not seeing the "due date" but a "last moved" can assit understand fast when the deal card was last moved between segmnets of the pipline.
65 upvotes
12 Replies
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