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Stephanie Pobuda

Data ingresso 12 lug 2022

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Ultima attività 19 set 2022

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Stephanie Pobuda ha commentato,

CommentoWorking 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.  

Visualizza commento · Data ultimo post: 13 lug 2022 · Stephanie Pobuda

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Stephanie Pobuda ha creato un post,

Post 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!  

Data ultimo post: 13 lug 2022 · Stephanie Pobuda

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Stephanie Pobuda ha creato un post,

Post 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? 

Data ultimo post: 12 lug 2022 · Stephanie Pobuda

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