Skip to main content

Deals
Deals
0 followers
16 questions
199 posts

Interested in this Topic?
Signup up or log in now to follow this topic, join the discussion, and always stay updated.

Is this a small Bug?

Hello, just wondering if this is a bug or I did something wrong somewhere.

I created an automation that when a deal is won it automatically moves the deal to the next stage. I look for that deal and the top graph shows it is in that new stage, but it shows "0 days" even after weeks of being in that stage. I when I place my mouse over it, a tooltip shows telling me that deal has not reach that stage yet.

Hope you can help me solve this issue.

Regards!

Stacey Nerz
CRM Data Controller/Marketing

Is it possible to create an automation for having a organization label change everytime a deal is won?

For example: Everytime a deal is won the companies label changes to customer. 

Add the "Related Organizations" to the Deals view.

Right now, this information is only available in the Organizations tab. We mainly work with the Deals tab, therefore, it would me nice to have the possibility to add that field in the Deals as well.

New: OneDrive and Sharepoint now in Sales Documents! 📄

Why?

Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place.

For whom?

Users in the Advanced, Professional, and Enterprise plans.

How does it work?

❓Are you a OneDrive/Sharepoint user? Are you going to start using this integration right away? Comment below.

🔎 Learn all about Sales Documents with our Knowledge Base tutorials and our blog article in your preferred language.... (More)