Author: Sankaranarayanan Nagarajan. Sales Funnel For Deals in deals dashboard is not picking up the stages properly, it shows the 201 deals are in certain stage but when searched there are only 3 deals. Kindly help.
Currency Conversion is not working properly. We have created the appropriate currencies and correct face values but the deals dashboard is not converting to USD and displaying the value properly.
Kindly help with these issues.
Author: Gisela Morinigo. Hello,
I have 2 questions:
1) What does it mean in the CRM part, in a DEAL the fields "Assumed close date" and "Commencement Date" and why they don't appear when I want to update a deal
2) Where can I see all default fields that a DEAL has in the CRM?
Thanks in advance for your help!
Автор: Richard Duff. Hi
All our Deals involve photographs and plans of before the project and then we upload photographs after the project/deal is completed.
Currently store these photos on dropbox and create a link to the director so that we can share the photos.
Want to include this link in the Deal but cant see what custom field type would give me a clickable link like the website field.
I just want to click on the link and bring up the photos.
Can this be done?