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ghultin
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Member since ‎Jan 24, 2022
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Geoff Hultin

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Gwwalker on March 30, 2022
puling the right currency for products in a quote
Can the quote capability pull in the right currency for products based on the template used? ie: how do I show USD pricing for US prospects and CAD pricing for Canadian prospects?
Reply Discussion
1 upvote
2 Replies
ghultin
Participant
May 31, 2023
Will this also show $CAD and $USD on the quote? I would like to sell something (for example) on a quote that shows to the buyer as $10.00 (USD) if th...read more
amiller_ism on January 25, 2021
Report Export Permission Separate from Contact Exporting
Our sales team does not have access to export contact records, but they do need the ability to export reports. The current permission is all or none, so now we (marketing admins) have to pull the reports and send it to them. It would be great to mod read more
Reply Idea Users & Teams & Permissions
63 upvotes
22 Replies
ghultin
Participant
June 02, 2022
Yes, we need this ability as well. Exporting reports should be enabled for Sales.
GBcutler on February 16, 2021
Better reporting for Playbooks
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
Reply Idea Playbooks
208 upvotes
55 Replies
ghultin
Participant
January 24, 2022
Data from playbooks (sales rep's recorded answers from customer) is critical data for our marketing. We need sales to ask specific questions at diffe...read more
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