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Asked a question 8 months ago

How can I unified every activity or task in by each deal?

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Can I add a reoccurring activity that is not tied to a specific deal? I'd like to give my assistant a few things to do ... into any particular deal. Thank you!

Is there a way to export the latest entry in the Notes field of every deal? Thanks for your help!

Good afternoon everyone, I Prefer working from emails and not directly from each deal als you need to go to each time ... upcomming tasks from the email screen.

Automated tasks at specific times of the year: How do one create automated tasks at specific times of the year to start ... trigger these yearly tasks. Any ideas?

How can I export all the task individually per lead in order?

Mandatory and Important fields should stay active when the deal is won because some fields must be filled-up once the deal is won and not before

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Asked a question 8 months ago

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