Best Of
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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 -
Re: Different Pipelines - way how to automate the whole process in one pipeline and see a better report?
Hi @Darja Dishboard In this instance, it would be good to understand if the reason for the different Pipelines are due to differences in processes/workflow stage based on where the Deal came from. If…1 -
Re: Product price without VAT - missing option
there is lots of feedback on another thread. looking forward to a solution as it literally will be a game changer for our business.1 -
Re: Product price without VAT - missing option
Hi Wesley, we have this issue since end of 2020 and it affects a lot the price perception by the customers. In our situation for Portugal it's even more, 23%, and this is for sure slowing down our sa…1 -
Re: Product price without VAT - missing option
Hi there, has this been solved or an acceptable workaround found? I find it surprising that this is not causing more user discontent, any B2B company will struggle with the very same issue I guess to…1