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LI
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Miembro desde ‎dic 7, 2017
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kthng en Febrero 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 Leer más
Responder Idea Lists
71 Me gusta
28 Respuestas
LI
Participante
Octubre 05, 2023
+1 here!
jeszhang en Diciembre 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 Leer más
Responder Idea Deals
20 Me gusta
7 Respuestas
LI
Participante
Octubre 05, 2023
Yes!!
Aaron-WC en Julio 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 Leer más
Responder Idea Products and Quotes
14 Me gusta
5 Respuestas
LI
Participante
Agosto 25, 2021
Avalara integration would be ideal as that's what we're using with finance
charingkam en Noviembre 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 Leer más
Responder Idea Dashboards & Reports
353 Me gusta
111 Respuestas
LI
Participante
Julio 30, 2021
SAMEEEEEE
bcook en Septiembre 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 Leer más
Responder Idea Products & Quotes
246 Me gusta
89 Respuestas
LI
Participante
Julio 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 ...Leer más
Rangrachel en Junio 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 Leer más
Responder Idea Products and Quotes
161 Me gusta
76 Respuestas
LI
Participante
Junio 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...Leer más
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