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PZickert
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Member since ‎Feb 17, 2022
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Paul Zickert

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Solved
PZickert on May 16, 2022
Adding new Closed Won reasons
I've created a new area to choose Closed Won Reasons from a multi-select drop down, but I'm wondering how do I then link this up to the sales process when a rep goes to change the stage to Closed Won. Essentially this question and options should pu read more
Reply Discussion Deals
0 upvote
3 Replies
PZickert
Participant
May 17, 2022
That was fantastic, thank you very much!
Solved
PZickert on May 16, 2022
Adding new Closed Won reasons
I've created a new area to choose Closed Won Reasons from a multi-select drop down, but I'm wondering how do I then link this up to the sales process when a rep goes to change the stage to Closed Won. Essentially this question and options should pu read more
Reply Discussion Deals
0 upvote
3 Replies
PZickert
Participant
May 17, 2022
That was fantastic, thank you very much!
Solved
PZickert on April 14, 2022
Logging Sales Engineer Hours, Meetings, Demo's, etc
Looking to see if anyone has created a way for sales engineer's to log when they have completed a demo, for which product, how long and who was on the call. Seems as though this may be a combination of Logging a Meeting, notes and other things but read more
Reply Discussion Enterprise Meetings Sales
0 upvote
3 Replies
PZickert
Participant
April 28, 2022
This is great. What if they demo multiple products? Is there a way for them to choose multiple options here so they capture how many and what produ...read more
Solved
PZickert on April 14, 2022
Logging Sales Engineer Hours, Meetings, Demo's, etc
Looking to see if anyone has created a way for sales engineer's to log when they have completed a demo, for which product, how long and who was on the call. Seems as though this may be a combination of Logging a Meeting, notes and other things but read more
Reply Discussion Enterprise Meetings Sales
0 upvote
3 Replies
PZickert
Participant
April 28, 2022
This is great. What if they demo multiple products? Is there a way for them to choose multiple options here so they capture how many and what produ...read more
Solved
PZickert on February 17, 2022
Security Settings for Sales team
Does anyone have any good recommendations for security settings for sales people? In know how to do and change the settings, I am more or less looking for recommendations on what they should and shold not be able to edit, delete, change. etc.
Reply Discussion Settings
0 upvote
3 Replies
PZickert
Participant
March 07, 2022
Thannk you both very much, this helps! One other question, where it has Marketing contacts access Let users set marketing contacts and create ...read more
Solved
PZickert on February 17, 2022
Security Settings for Sales team
Does anyone have any good recommendations for security settings for sales people? In know how to do and change the settings, I am more or less looking for recommendations on what they should and shold not be able to edit, delete, change. etc.
Reply Discussion Settings
0 upvote
3 Replies
PZickert
Participant
March 07, 2022
Thannk you both very much, this helps! One other question, where it has Marketing contacts access Let users set marketing contacts and create ...read more
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