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Stephanie Pobuda's Avatar

Stephanie Pobuda

Incorporación 12 jul 2022

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Última actividad 19 sept 2022

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7

RESUMEN DE LA ACTIVIDAD

Última actividad de Stephanie Pobuda

Stephanie Pobuda hizo un comentario,

ComentarioWorking with deals

It would be helpful if you could include information regarding removing a pipeline!  I'd like to remove one of our pipelines and go back to only using one.   I'm not sure how removing it will impact existing data.  

Ver comentario · Publicado 13 jul 2022 · Stephanie Pobuda

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Stephanie Pobuda creó una publicación,

Publicación Feedback - Reporting and analytics (Explore)

It would be really helpful if we could export the Funnel Report, Pipeline Development, and Forecasted Sales!  Being able to export the Activity Overview would also be extremely helpful!  

Publicado 13 jul 2022 · Stephanie Pobuda

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Stephanie Pobuda creó una publicación,

Publicación Q&A - Sales CRM (Sell)

Two pipelines have been created - we don't have a need for the second pipeline and want to go back to using one.  I'm trying to understand how to delete it and how deleting it will impact existing data? 

Publicado 12 jul 2022 · Stephanie Pobuda

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