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Problems with new deals on iOS
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2
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30
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July 11, 2025
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First and last post probably
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3
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531
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June 23, 2025
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The capability of creating quote in AC
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1
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665
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March 20, 2025
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Backdate a deal to post in previous year?
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0
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301
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March 3, 2025
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Flowing Tags into CRM and vise-versa
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1
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409
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February 27, 2025
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Qualifying Questions on Contact Level
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1
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581
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January 24, 2025
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Export list of overdue tasks for deals
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1
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558
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November 11, 2024
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Exporting Deals With Primary Contact Phone Number
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1
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653
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November 4, 2024
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Filter deals by creation date with the API
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2
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1782
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October 29, 2024
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How to report on lost deals
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3
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718
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September 27, 2024
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Day 18 | Create an *Automated* Deal
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0
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379
|
September 21, 2024
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Track email or 1:1 when sent
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4
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635
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August 7, 2024
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New: Attach Files on Direct 1:1 Emails
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0
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688
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July 1, 2024
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Easy way to add states to dropdown?
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4
|
1437
|
June 18, 2024
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Tagging/mentioning other users in Deals notes
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1
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816
|
May 17, 2024
|
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Best Practices - Deal Pipeline Timing
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3
|
570
|
May 28, 2024
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How We Use Automations + Deals For Our Online Education Business
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0
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544
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May 23, 2024
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List Deals For One Contact in an email automation
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1
|
719
|
May 17, 2024
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Adding ALL deal contacts to an automation
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1
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1072
|
May 17, 2024
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Feature Request: Linking or uploading files in deals
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3
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796
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May 16, 2024
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How to Handle Assigning Deals when Deal Owners are Out of Office
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1
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571
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May 15, 2024
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Campaigns KPIs reports
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|
1
|
616
|
May 15, 2024
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Can you import previous email messages against a contact?
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6
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2509
|
May 14, 2024
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Merge, Lose Emails. Contacts with Multiple Email Addresses
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1
|
1211
|
May 13, 2024
|
|
Default Deal Currency (Reports)
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2
|
584
|
May 12, 2024
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Automation Triggers based on deal task outcome
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|
4
|
846
|
May 10, 2024
|
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Restricting access to deals via accounts
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1
|
659
|
May 10, 2024
|
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Can I import the deal with the won or lost date?
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1
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598
|
May 9, 2024
|
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:Movie_camera: WATCH: Learn how to use Deals in under 15 minutes!
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0
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791
|
November 19, 2021
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Copy checkbox values of custom contact field to custom deal field
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2
|
1003
|
May 9, 2024
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