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ESeligman
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HeathVE en Febrero 14, 2020
Feature request: Auto update currency conversion rates
Our company's main currency is $AUD but we also do some business in New Zealand. I have added the NZ currency option, but was surprised that it asked me to manually configure the conversion rate. It would be quite simple to link the conversion rate Leer más
Responder Idea Deals
143 Me gusta
83 Respuestas
ESeligman
Miembro
May 19, 2022
We are interested in this as a feature, but I also cannot access the form. @ybaptiste
rossfruin en Abril 21, 2017
Deal Stage Funnel Should Have the Option to Include Stage Skipping in Reporting.
The Deal Stage Funnel becomes completely unvaluable once you have a deal that skips a stage. If we take a prospect from stage 1 to stage 3 because of a quicker than average sales cycle, and don't drag and drop them into stage 2 along the way, it doe Leer más
Responder Idea Sales Reporting
68 Me gusta
23 Respuestas
ESeligman
Miembro
May 19, 2022
Disappointed to see this idea seems to have stalled. As things stand, the funnel reporting isn't useful for us at all since some of our pipelines inc...Leer más
ESeligman en May 18, 2022
Different sets of deal properties on cards in board view
It would be great if we could have different properties shown on deal cards in the kanban view depending on the pipeline or maybe the team (similar to different record customization on the properties sidebar). Across our different teams and their re Leer más
Responder Idea Deals
1 Me gusta
1 Respuestas
timl en Febrero 06, 2020
Improved currency handling
There are two main issues I can see with the way currencies are handled. Exchange rates should be dynamic – there's no way it should be inputted manually. It doesn't have to update every minute, but daily would be nice. Currencies should Leer más
Responder Idea Contacts & Companies Deals Products & Quotes Sales Reporting
37 Me gusta
21 Respuestas
ESeligman
Miembro
May 06, 2022
The form link is still not working for me either. Would love to speak with y'all about this as well.
lalexander en Noviembre 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Leer más
Responder Idea Deals Products & Quotes Workflows
650 Me gusta
180 Respuestas
ESeligman
Miembro
May 06, 2022
Would the currently planned solution only work for deals created by a workflow/during deal creation, or will it be able to be utilized on existing de...Leer más
ESeligman en Febrero 21, 2022
Improve copy property value in workflows across record types
As it stands now, the "Copy property value" workflow action leave's a lot to be desired, since it can only copy from properies of the workflow type. Ideally, we should also be able to have workflows that trigger off one record type to copy property Leer más
Responder Idea Workflows
3 Me gusta
0 Respuestas
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