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kaylasdi
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Member since ‎Sep 24, 2019
  • solutions
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  • Replies
    2
  • Upvotes Given
    27
  • Upvotes Received
    48
  • Ideas
    1

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Kayla Bosley

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Solved
jerrremy on April 18, 2019
Often, more than one company is involved in a deal. Is it possible to add multiple companies when creating a new deal? I see this question has been asked in the past, but the answer is >2 years old and I am wondering if anything has changed. read more
50 upvotes
12 Replies
Participant
May 07, 2020
You can create a workflow to duplicate a deal. Here is how I solved it: 1) Added a deal property called "Duplicate Deal" with "Yes" as an option....read more
lleemis on April 09, 2019
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
199 upvotes
66 Replies
Participant
March 05, 2020
Yes please! Specifically as a workflow trigger. I want to send an internal email of all due/ overdue tasks to the task owners email.
kaylasdi on February 13, 2020
It would be very beneficial to have a property field type that is a percentage for calculations. We are attempting to use a percentage as a "Confidence Factor" that the sales rep fills in based on how likely they feel they will win a sale. This woul read more
47 upvotes
16 Replies
Participant
February 13, 2020
FYI, I did figure out one workaround: 1) Created number field property for the percentage to be entered into 2) Created calculation field property ...read more
kaylasdi on February 13, 2020
It would be very beneficial to have a property field type that is a percentage for calculations. We are attempting to use a percentage as a "Confidence Factor" that the sales rep fills in based on how likely they feel they will win a sale. This woul read more
47 upvotes
16 Replies
Participant
February 13, 2020
FYI, I did figure out one workaround: 1) Created number field property for the percentage to be entered into 2) Created calculation field property ...read more
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