Recently, one of our clients requested a feature for their salespeople to smartly add multiple products on Opportunities at one go (using the web…
Very easy tweak but this will save loads of your time. One of the most important asks by Salespeople is perhaps this – “Add…
As you might have noticed the opportunity entity has an out of the box field related to it that’s called ‘Probability’. This represents the…
Requirement is to send an automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days. Step[1] Go to…
I was building out an environment for a sales demo last week where one of the requirements was that the prospect wanted to only…
