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Create Investment Vehicle and Commitment Upon Close of Opportunity

No description provided
over 4 years ago in Deal Flow 0

Automatically append Notes text to homepage URL in Outlook/Gmail or Mobile phone contact field

Quan
over 4 years ago in Deal Flow 0

Automatically log Salesforce call from Mobile calling user interface.

Quan ????
over 4 years ago in Deal Flow 0

Investor Opportunity - Investor Update Note

We have added a new feature (Custom Object) "Investor Update Notes" to the Investor Opportunity record. We are utilizing the 'Quick Action' on the Investor Opportunity to trigger the Process Builder, which will then update the "Stage, Communicatio...
over 4 years ago in Deal Flow 0

Lightning for Gmail/Outlook - Logging Email Message on the Opportunity record (Portfolio & Investor Relations)

Hi, We would like the ability to log an Email Message record on the Company Summary/Investor Account , Contact and Opportunity record when using LFG/LFO. Please note: any emails that gets logged to SF via the LFG/LFO will be logged as an Email Mes...
over 4 years ago in Deal Flow 0