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LI
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Member since ‎Dec 7, 2017
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  • Upvotes Given
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Danielle Wuchenich

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Activity

kthng on February 02, 2021
Add more than 100 contact/company records to a static list
The current 'Add to static list' option only allows for a maximum of 100 records to be added at one time. It will be great if this limit can be increased / or users are able to select as many records as they want to be added to a static list at any read more
Reply Idea Lists
71 upvotes
28 Replies
LI
Participant
October 05, 2023
+1 here!
jeszhang on December 17, 2021
Create "All Closed Lost" filter for Deals
Hi community and product team! 👋🏼 Use case - To view all deals in "Closed won" or "Closed deal" stages, Currently, we can see that there is an available option for " All closed won " when filtering for Deals, as shown here: It would b read more
Reply Idea Deals
20 upvotes
7 Replies
LI
Participant
October 05, 2023
Yes!!
Aaron-WC on July 01, 2020
Tax Jar Integration with Quotes
Hi, I have an idea to save sales teams a lot of time, and make finance teams really happy. I recently discovered Tax Jar, which allows finance teams to create tax settings that sync to your organizations order management softwares, and can be calle read more
Reply Idea Products and Quotes
14 upvotes
5 Replies
LI
Participant
August 25, 2021
Avalara integration would be ideal as that's what we're using with finance
charingkam on November 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
Reply Idea Dashboards & Reports
353 upvotes
111 Replies
LI
Participant
July 30, 2021
SAMEEEEEE
bcook on September 26, 2018
Ability to create product groups/bundles/kits
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once read more
Reply Idea Products & Quotes
247 upvotes
89 Replies
LI
Participant
July 02, 2021
Following onto that - I'd this specifically in the reporting functionality - so you can report on the performance of individual products OR products ...read more
Rangrachel on June 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be read more
Reply Idea Products and Quotes
162 upvotes
77 Replies
LI
Participant
June 10, 2021
We've encountered multiple times the need to move a published quotation to a new deal for one reason or another. Would be great if you could associat...read more
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