ASchmidtED

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ASchmidtED on September 25, 2025

Create New Deal - Naming Convention

In the Deal form this is how I have it set up to look when anyone creates a new deal In the Deal form this is how I have it set up to look when anyone creates a new deal when you go to CRM>Deal>Create Deal, it shows blank. Please read more

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ASchmidtED

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September 23, 2025

Reply to Just started

Thanks @chighsmith !

ASchmidtED on September 23, 2025

Just started

Hello all, I just started the email marketing academy course. Hope everyone shared some juicy information here to learn from 😁

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ASchmidtED

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September 19, 2025

Reply to pre-set property default value

I can use Tokens in the Create Deal Name, but that **Add Default Value** option isn't available when trying to use Tokens in the Create Ticket Form. ...read more

ASchmidtED on September 18, 2025

Create New Deal Tokens

When in the Customize the 'Create Deal' form I would like the ability to use tokens from the current deal I am creating to be put in the New Deal Name. Even if it only populates once the deal is created. I know there is a workflow work around, but i read more

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