—Everyone needs to approve the automation and turn it on (COLD) & ILY - so we have lots but we should have more 🤔
ILY : the dates are populated only for those with A/AA (but if this changes they will still be populated) **** > Even if they downgrade they should be called for ILY, if you enter as AA > then you follow post sales process.
I want to delete all activities without a deal - can I? - NO: 🟠
When deals are created manually then the automation will:
Will be renamed: (value) - person - org because we dont have product. Is that ok? Or should I add a custom field for product.
IF order reference exists then it will do value - ref - org name
Order Number required in certain phases and when marked won/lost?
To make sure we are not counting deals twice i.e. created by presta won by presta, created by bob won by bob same order > counted twice. Order number MUST BE ADDED!
Insights - no order number not counted in insights
What is happening in this situation: ✅
No Organisation by has reference ID:
NO ORG
deal ID
deal ID
22,664
24,327
25,532
29,376
29,526
29,666
29,771
30,086
30,092
31,487
31,989
32,135
32,476
32,647
33,436
33,466
34,158
34,493
34,710
34,711
There are no rows in this table
For Emily:
Two org fields called Labels with the same values ✅
If there is no org value when an open deal is found then you need to add one. eg. (