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Christian Meinhart
Data ingresso 16 gen 2024
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Ultima attività 17 giu 2024
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Ultima attività di Christian Meinhart
Christian Meinhart ha commentato,
Thanks. I tried to have stages/phases on contacts but I should stick to the out of the box solution on deals. thanks
Visualizza commento · Data ultimo post: 17 giu 2024 · Christian Meinhart
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Christian Meinhart ha creato un post,
I was not able to find a way to edit & or add new value to client status and status of potential client?
Would be happy about a feedback.
Chris
Data ultimo post: 15 giu 2024 · Christian Meinhart
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Christian Meinhart ha commentato,
Ok Thanks
Visualizza commento · Data ultimo post: 18 gen 2024 · Christian Meinhart
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Christian Meinhart ha commentato,
I dont refer to a custom field, there is an out of the box field with Lead Source! but after converting lead to contact this source get lost.
Visualizza commento · Data ultimo post: 18 gen 2024 · Christian Meinhart
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Christian Meinhart ha commentato,
if you add a new lead in this mask there are standard fields and custom fields. But custom fields are only below standard fields.
Visualizza commento · Data ultimo post: 18 gen 2024 · Christian Meinhart
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Christian Meinhart ha creato un post,
I found now way to mix ranking standard with custom fields? Yes I can group fields but does not reflect on data input mask for users.
Data ultimo post: 16 gen 2024 · Christian Meinhart
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Christian Meinhart ha creato un post,
For Marketing stuff it is important to have salutation on leads (Mr, Mrs,...) but also with the feature to convert to contact. Is there a standard field or we need to create a custom field?
Data ultimo post: 16 gen 2024 · Christian Meinhart
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Christian Meinhart ha creato un post,
With converting a Lead with the out of the box field "LeadSource" this information gets lost. But for reporting this information is important.
Is there an idea to convert this information also for next steps?
Data ultimo post: 16 gen 2024 · Christian Meinhart
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