Luisa

Probleme, wenn zwei Personen den gleichen Deal, Lead oder E-Mail bearbeiten, da sie den anderen Agenten, der ebenfalls bearbeitet nicht sehen.

In Zendesk sieht man zum Beispiel, wenn eine zweite Person im gleichen Ticket ist.

Have automated actions triggered based on a date.

Move a deal from one stage to another when a certain date has passed.

How can I automatically change the deal days (example: event stage is "event booked", after the event has taken place, the event should automatically slide to "event done")?

It would be helpful if a specific EUR amount could be entered as a discount in the deal under “Product”. Currently only % can be used as a discount. The exact amount can therefore not be added.