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Joanne Stauffer
Joined Mar 24, 2022
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Last activity Dec 20, 2022
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Latest activity by Joanne Stauffer
Joanne Stauffer commented,
Hello,
It would be great to be able to set up a trigger for when a deal stage is moved to 'close - won' -> the contact customer status is automatically updated to 'customer.'
View comment · Posted Dec 20, 2022 · Joanne Stauffer
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Joanne Stauffer created a post,
It makes no sense that all info on the Lead card wouldn't be carried over to the contact, especially the Source. Knowing the Source of the Lead means nothing if we can't track which sources yield the best results (Sales! aka the point where Leads are converted into Contacts).
Posted Mar 24, 2022 · Joanne Stauffer
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