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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
    28
  • Ideas
    1

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Kayla Bosley

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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
Hall of Famer | Partner
September 29, 2021
Hi @jerrremy This is now possible! This is in early access and you can opt-in for early access to the new associations, more details in thi...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.
185 upvotes
61 Replies
Participant
June 21, 2022
Yes, we need this. Its the most basic area of reporting for tasks. It seems the "due date" you see in the task view is missing from the fields you c...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
27 upvotes
10 Replies
Participant | Elite Partner
June 03, 2022
Agree! I guess for basic calculations, you can just divide the value by 100 in the calculation property formula, but from a user point of view, and t...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
27 upvotes
10 Replies
Participant | Elite Partner
June 03, 2022
Agree! I guess for basic calculations, you can just divide the value by 100 in the calculation property formula, but from a user point of view, and t...read more
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