When a deal is created in the CRM we would like the option for a board to be created from the deal in WM.
Related topics
| Topic | Replies | Views | Activity | |
|---|---|---|---|---|
| Sales funnel - ability to select more than one Deal board | 0 | 110 | June 4, 2024 | |
| Teams as Members in Create Boards automation | 0 | 2204 | June 1, 2022 | |
| Connect All Boards to Dashboard | 0 | 8 | June 27, 2025 | |
| Sales funnel widget - select more than one board to show data | 0 | 106 | June 4, 2024 | |
| Additional feature on 'Create an item on board' that allows to add a link from which the item is created from | 0 | 13 | November 6, 2024 |