Hello,
Is there any way to create dependent custom fields?
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461 followers66 questions1,366 posts
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By receiving e-mails it would be necessary to have to option to select multiple e-mails and link them to one deal. How is it possible?
- automatic deal suggestion does not work in many cases or does not add the emails to the relevant deal.
Hello,
I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date.
I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email
But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.
