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SarahBeck
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Member since ‎Jan 9, 2020
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  • Replies
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  • Upvotes Given
    16
  • Upvotes Received
    68
  • Ideas
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Sarah Beckett

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Activity

NMonahan on February 17, 2022
Line Item Reporting in Default Currency
Hi I'm setting up line items for our sales team to use and to help with SaaS v Services reporting. We sell in several different markets in different currencies. I have set up the foreign currencies within each line item. I can not seem to report on read more
Reply Discussion Professional Reports Workaround
15 upvotes
7 Replies
SarahBeck
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
Customise Line Item/Product card in Deals
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
Reply Idea Products and Quotes
22 upvotes
5 Replies
SarahBeck
Participant
March 10, 2023
yes! I would like to be able to show ARR vs MRR
SarahBeck on February 08, 2022
Change currency display on reports built using custom report builder, like you can on single object
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
Reply Idea Sales Reporting
15 upvotes
5 Replies
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
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
Reply Idea Deals Products & Quotes Workflows
598 upvotes
169 Replies
SarahBeck
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
Delete form submissions
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.
Reply Idea Forms
861 upvotes
347 Replies
SarahBeck
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
Workflows centered on date property
Currently we can only center workflows around a contact date property. Can you add this functionality to company date properties.
Reply Idea Workflows
74 upvotes
23 Replies
SarahBeck
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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