|
Flowing Tags into CRM and vise-versa
|
|
0
|
33
|
February 24, 2025
|
|
Qualifying Questions on Contact Level
|
|
1
|
309
|
January 24, 2025
|
|
Export list of overdue tasks for deals
|
|
1
|
267
|
November 11, 2024
|
|
Exporting Deals With Primary Contact Phone Number
|
|
1
|
318
|
November 4, 2024
|
|
Filter deals by creation date with the API
|
|
2
|
1470
|
October 29, 2024
|
|
How to report on lost deals
|
|
3
|
319
|
September 27, 2024
|
|
Day 18 | Create an *Automated* Deal
|
|
0
|
153
|
September 21, 2024
|
|
Track email or 1:1 when sent
|
|
4
|
393
|
August 7, 2024
|
|
New: Attach Files on Direct 1:1 Emails
|
|
0
|
450
|
July 1, 2024
|
|
Easy way to add states to dropdown?
|
|
4
|
1268
|
June 18, 2024
|
|
Tagging/mentioning other users in Deals notes
|
|
1
|
621
|
May 17, 2024
|
|
Best Practices - Deal Pipeline Timing
|
|
3
|
373
|
May 28, 2024
|
|
How We Use Automations + Deals For Our Online Education Business
|
|
0
|
378
|
May 23, 2024
|
|
List Deals For One Contact in an email automation
|
|
1
|
517
|
May 17, 2024
|
|
Adding ALL deal contacts to an automation
|
|
1
|
851
|
May 17, 2024
|
|
Feature Request: Linking or uploading files in deals
|
|
3
|
628
|
May 16, 2024
|
|
How to Handle Assigning Deals when Deal Owners are Out of Office
|
|
1
|
360
|
May 15, 2024
|
|
Campaigns KPIs reports
|
|
1
|
369
|
May 15, 2024
|
|
Can you import previous email messages against a contact?
|
|
6
|
2311
|
May 14, 2024
|
|
Merge, Lose Emails. Contacts with Multiple Email Addresses
|
|
1
|
987
|
May 13, 2024
|
|
Default Deal Currency (Reports)
|
|
2
|
426
|
May 12, 2024
|
|
Automation Triggers based on deal task outcome
|
|
4
|
646
|
May 10, 2024
|
|
Restricting access to deals via accounts
|
|
1
|
427
|
May 10, 2024
|
|
Can I import the deal with the won or lost date?
|
|
1
|
436
|
May 9, 2024
|
|
:Movie_camera: WATCH: Learn how to use Deals in under 15 minutes!
|
|
0
|
608
|
November 19, 2021
|
|
Copy checkbox values of custom contact field to custom deal field
|
|
2
|
809
|
May 9, 2024
|
|
Round Robin Limitations/Issues
|
|
5
|
2849
|
May 8, 2024
|
|
Reporting on Tasks
|
|
6
|
2824
|
May 8, 2024
|
|
We need better Reports
|
|
1
|
1238
|
May 8, 2024
|
|
Retrieve custom field value for a specific deal with the v3 API
|
|
1
|
948
|
May 7, 2024
|
