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mktgqueen
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Membre depuis ‎juil. 17, 2017
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  • Réponses
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
    179
  • Idées
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mktgqueen le Mars 20, 2020
Allow rounding of Amount in Deals
Our team would love to have an auto-rounding function for the Amount in the deal tab. We deal is some pretty large numbers for our deals (typically anywhere from $50k to over $1 million). If you could allow users (or admins) to set the auto-roundi Lire la suite
Répondre Idée Deals
136 Mentions J'aime
47 Réponses
mktgqueen
Contributeur
Avril 17, 2023
Jeannie, this is great! Thanks for the update. When will this be reflected in reporting?
jmacandrews le Février 17, 2021
Fiscal Year Beta
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w Lire la suite
Répondre Discussion
57 Mentions J'aime
22 Réponses
mktgqueen
Contributeur
Septembre 10, 2021
In order for sales management to actually use the revenue reporting information to actually track sales persons' progress towards sales goals, this N...Lire la suite
CoachAaronCCR le Juillet 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Lire la suite
Répondre Idée Contacts & Companies Deals Properties
1360 Mentions J'aime
198 Réponses
mktgqueen
Contributeur
Mars 03, 2021
@warrendavey and @edmund Workflows are merely a work-around and aren't efficient for the sales team. The sales team should be able input data on...Lire la suite
CoachAaronCCR le Juillet 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Lire la suite
Répondre Idée Contacts & Companies Deals Properties
1360 Mentions J'aime
198 Réponses
mktgqueen
Contributeur
Mars 03, 2021
@warrendavey and @edmund Workflows are merely a work-around and aren't efficient for the sales team. The sales team should be able input data on...Lire la suite
Kim_GP le Juillet 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Lire la suite
Répondre Idée Deals
334 Mentions J'aime
140 Réponses
mktgqueen
Contributeur
Juillet 23, 2020
@hlawrence9 when you import your deals/jobs, you can import a close date, even if the close date is not the day of the import. We've done this a nu...Lire la suite
mktgqueen le Juillet 17, 2020
Copy address info from Contacts/Companies when creating them
Our team of 90+ would very much like for the option to copy address information (street address, city, state, zip) from contact to company (and vice versa) when creating one from the other. If you've already created one and then create the other Lire la suite
Répondre Discussion Contacts
1 Mention J'aime
3 Réponses
mktgqueen
Contributeur
Juillet 17, 2020
This is intriguing. I wasn't aware that you could make WF enrollment a contact &/or company property. The trigger would be the "associated" c...Lire la suite
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