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lkenny
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Member since ‎Aug 21, 2019
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Lindsey Kenny

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jgutierrez on August 31, 2017
Adding resellers to deals
Our company sells through resellers. We started creating the deals and associating it with the end customer, so we can track where our solutions are installed and in case the end customer calls our tech support center we have a way to identify it. read more
Reply Idea Contacts & Companies Deals Sales Reporting
34 upvotes
16 Replies
lkenny
Member
May 26, 2021
This isnt ideal but this is what we currently have set up. We associate the deal to the company who is paying the bill (either VAR or Disti) Then...read more
fxholl on April 29, 2017
Create and share task queues with other users
I created some queues for my tasks to organize the tasks. Sometimes I need to pass a task to someone else to complete. It would be great to have the ability to share queues, so shared tasks in a queue would already appear in the correct queue for read more
Reply Idea Tasks
261 upvotes
110 Replies
lkenny
Member
August 21, 2019
Would love to assist with this testing!
jgutierrez on August 31, 2017
Adding resellers to deals
Our company sells through resellers. We started creating the deals and associating it with the end customer, so we can track where our solutions are installed and in case the end customer calls our tech support center we have a way to identify it. read more
Reply Idea Contacts & Companies Deals Sales Reporting
34 upvotes
16 Replies
lkenny
Member
May 26, 2021
This isnt ideal but this is what we currently have set up. We associate the deal to the company who is paying the bill (either VAR or Disti) Then...read more
jgutierrez on August 31, 2017
Adding resellers to deals
Our company sells through resellers. We started creating the deals and associating it with the end customer, so we can track where our solutions are installed and in case the end customer calls our tech support center we have a way to identify it. read more
Reply Idea Contacts & Companies Deals Sales Reporting
34 upvotes
16 Replies
lkenny
Member
May 26, 2021
This isnt ideal but this is what we currently have set up. We associate the deal to the company who is paying the bill (either VAR or Disti) Then...read more
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