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Joanne Stauffer
Data ingresso 24 mar 2022
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Ultima attività 20 dic 2022
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Joanne Stauffer ha commentato,
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.'
Visualizza commento · Data ultimo post: 20 dic 2022 · Joanne Stauffer
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Joanne Stauffer ha creato un post,
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).
Data ultimo post: 24 mar 2022 · Joanne Stauffer
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