Joanne Stauffer
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Last activity
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Activity overview
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.'
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Joanne Stauffer created a post,
Add a source field in contacts
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 t...