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RealtyButler
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Member since ‎Feb 8, 2017
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V_Vides on January 11, 2017
Our sales staff have a different quota each month. I would like to have an option to enter their quota for each month on a rolling 12 month basis to monitor how they are doing monhtly, quarterly and annually as well as being able to roll-up all sal read more
53 upvotes
43 Replies
Participant
February 13, 2017
Yes. The quota changes each month for each sales person. Any way to rectify this in the dashboard reports?
lsirac on November 21, 2016
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every read more
809 upvotes
151 Replies
Participant
February 11, 2017
I agree as well. Not having two email addresses makes it impossible to properly track when prospects are emailing as they may contact us from differe...read more
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RealtyButler on February 08, 2017
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow? For example - first email gets sent (cl read more
57 upvotes
31 Replies
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