Best Of
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Re: Zapier - Drop down fields / labels. Pulling through as some kind of ID instead of the text value?
Look for "[custom field] value[s]" in Zapier1 -
Gmail addon
Hello Team, So, what do we think of the Gmail addon? Cheers1 -
Insights sort by / view by Deals, custom address field
I'm trying to build a report that shows how many deals are being created for orders from different states using a custom Deals (address format) field that holds a google verified address. I just need…2 -
[Closed] Mailchimp integration Beta few test-drive 🚗 spots left
👋 hey hey, community 🙂 Who would like to be one of the first users? We are about to launch our Mailchimp integration on our Marketplace soon however before that, we would like to ask some of you for …1 -
Re: Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in t
Hi @Mike van der Valk: any update on this question? We have time based triggers now, can you please describe how to set a deal as lost? Update: It seems that one only has to change a deal field calle…1 -
Re: Make Workflow Automations editable by anyone with permission
I need users with administrator permission to be able to edit the automations made by another administrator user. This way, we can work as a team to create automations and the rest of the users can a…1 -
Re: Make Workflow Automations editable by anyone with permission
Automations should just belong to the compnay account and set permissions to edit them and select to choose ones that are just for you/personal ones.1 -
Product count in the pipeline view
Is it feasible to show the count of products alongside the count of deals and the total amount in the pipeline view? It would be nice to include the total number of products within open deals in pipe…1 -
Re: Automated Workflow Email by Deal Owner
Email Templates are extremely useful. Automations are extremely useful. However, my observation is, they don't play together efficiently. The Lead/ Deal owner email should be inserted automatically. …1 -
Archiving Contacts
Instead of deleting a contact, can we archive the contact? I do not want to transfer all their data to a new contact. We work on capital projects that take months to years to close. Contacts can come…3
