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Stephanie Pobuda

Adhésion le 12 juil. 2022

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Dernière activité le 19 sept. 2022

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Dernière activité effectuée par Stephanie Pobuda

Stephanie Pobuda a ajouté un commentaire,

CommentaireWorking 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.  

Afficher le commentaire · Publication le 13 juil. 2022 · Stephanie Pobuda

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Stephanie Pobuda a créé une publication,

Publication 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!  

Publication le 13 juil. 2022 · Stephanie Pobuda

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Stephanie Pobuda a créé une publication,

Publication 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? 

Publication le 12 juil. 2022 · Stephanie Pobuda

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