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Quantilope_Mat
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Membre depuis ‎août 23, 2019
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
    79
  • Idées
    2

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Activité

jackielee le Novembre 13, 2019
Enroll Companies in a Workflow Straight From All Companies List Page
Currently, you are able to go onto the All contacts list > select contacts by clicking off the checkboxes > clicking "more" > and clicking "enroll in workflow". While you can do this for contacts, you CANNOT do this for companies... it woul Lire la suite
Répondre Idée Contacts & Companies Workflows
21 Mentions J'aime
8 Réponses
Quantilope_Mat
Participant
Mars 02, 2021
Came across this just recently which makes it unnecessarily hard to do contact segmenatation based on their associated companies. Common use case...Lire la suite
RBarkby le Avril 04, 2018
Splitting Deal Amounts Between Salespeople
At our company there could be a possibility of up to 3 people working on the same deal. Now for reporting and sorting purposes I have created a salesperson 2 and 3 field however, the amount doesn't split between them obviously as they are custom fie Lire la suite
Répondre Idée Deals
99 Mentions J'aime
32 Réponses
Quantilope_Mat
Participant
Mars 02, 2021
100% agreed here. Especially if different teams (Sales, CDM,CS) base their goal achievements on the same deals this makes people use sub-optimal ...Lire la suite
dewetsnyders le Mai 18, 2020
"Push" feature for duplicate checking rather than only every two weeks
Currently HS runs a duplicate check only every two weeks for each portal. Especially with large quantities of imports it would be easier to run a check manually and use the merge function rather than exporting to a spreadsheet every time to check du Lire la suite
Répondre Idée Contacts & Companies
7 Mentions J'aime
4 Réponses
Quantilope_Mat
Participant
Février 03, 2021
Agreed on this. While the duplicate check is already quite useful, it would be much appriciated if it could also be triggered manually after big impo...Lire la suite
Quantilope_Mat le Janvier 28, 2021
Timeranges for Manual forecast over time
With the new forecast feature you can have a look how forecast and closing changes within a month. This is great, however our sales managers (VP level) need a look at the whole quarter as this is how we do all internal reporting. So to use Lire la suite
Répondre Idée Analytics Tools
2 Mentions J'aime
0 Réponse
himanigupta le Janvier 20, 2021
Forecast amount in local currency
Would you please launch forecast amount in local currency identical to projected deal stage amount
Répondre Idée Deals
48 Mentions J'aime
14 Réponses
Quantilope_Mat
Participant
Janvier 28, 2021
Yes! While the new forecast feature is going into the right direction we currently can't use it as we have US and EU based offices. Try getting you...Lire la suite
IsaacTakushi le Janvier 08, 2019
Delete specific timeline events via API
The Timeline API has endpoints for creating and updating specific timeline events and deleting event types , but specific events cannot be deleted in the UI or via the API. Instead, per this thread , events must be deleted manually my Lire la suite
Répondre Idée Integrations
60 Mentions J'aime
6 Réponses
Quantilope_Mat
Participant
Décembre 08, 2020
Still need a way to delete timeline events (via API). We had a bug in a custom integration and the timeline of contacts got spammed with events. ...Lire la suite
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