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SarahBeck
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Member since ‎Jan 9, 2020
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    16
  • Upvotes Received
    83
  • Ideas
    2

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Sarah Beckett

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Activity

YiRui_Chua on February 25, 2021
Hi team! Suggesting this for a customer here: Currently, we are able to change the line item currency depending on the deal currency itself. But there will be occurences where we want to keep the deal in the local currency, but be able to sum up to read more
42 upvotes
27 Replies
Participant
April 13, 2023
Agreed - this is a critical piece of functionality to make product and line items usable for companies selling globally. Seems like a pretty big ove...read more
Thomas_Vanguard on August 17, 2021
Our client would like to be able to see the product name, SKU, item cost and total in this card. I've noticed that you can't customise this at all unlike the Deal, Contact and Company cards that appear on associated records. Can the feature be read more
30 upvotes
7 Replies
Participant
March 10, 2023
yes! I would like to be able to show ARR vs MRR
SarahBeck on February 08, 2022
The option to change the display currency on reports built using the Custom Dashboard Builder does not exist (confirmed by support) like it does when you build a Single Object report. This is definitely an oversight in the new build and hampers read more
19 upvotes
5 Replies
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
650 upvotes
180 Replies
Participant
March 04, 2021
If I could upvote this 100 times I would! Any updates on when this is coming would be great!
RafiPN on August 24, 2017
Often times we enter fake data into our own form to test workflows or we get spammed with fake accounts. I'd like the ability to delete form submissions so they don't impact the metrics.
1162 upvotes
401 Replies
Participant
January 30, 2021
This would help tremendously when looking at campaign performance, especially early on. It's very easy to forgot to manually ignore those test submis...read more
roop on August 28, 2018
Currently we can only center workflows around a contact date property. Can you add this functionality to company date properties.
75 upvotes
23 Replies
Participant
July 10, 2020
This is absolutely critical for us. I have implemented workaround on this in the past and it **bleep**. Any ideas on if this is going to be coming an...read more
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