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Joanne Stauffer's Avatar

Joanne Stauffer

Incorporación 24 mar 2022

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Última actividad 20 dic 2022

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Última actividad de Joanne Stauffer

Joanne Stauffer hizo un comentario,

Comentario de la comunidad Feedback - Sales CRM (Sell)

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.'

Ver comentario · Publicado 20 dic 2022 · Joanne Stauffer

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Joanne Stauffer creó una publicación,

Publicación Feedback - Sales CRM (Sell)

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). 

Publicado 24 mar 2022 · Joanne Stauffer

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