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joelpacheco
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Member since ‎Feb 6, 2020
  • solutions
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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Joel Pacheco

Helping people connect networks. Sales, Marketing, and Products (aka Revenue) for MDC Data Centers.

Activity

shiling on March 06, 2019
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
106 upvotes
48 Replies
Member
June 30, 2022
Please add a quote counter that we can pick a starting number with! 100021 and count from there, much nicer looking than the crazy reference number u...read more
Solved
ABolin on March 18, 2021
We're a commercial general contractor with a linear sales cycle, however, three teams are involved in progressing the deal. Sales bring the opportunities in, preconstruction bids the work and operations are responsible for closing out the win or los read more
0 upvote
2 Replies
Participant
March 19, 2021
Hi, @ABolin I would stay away from creating separate pipelines for this and focus on understanding the problem to solve. Based on the goals yo...read more
joelpacheco on February 19, 2021
As a sales rep, I want to be able to add external links to the company record of my account so that I can easily find resources in Miro, G-Suite, and Asana that are related to my account. Nothing too complicated, I would like to add links (URL) t read more
1 upvote
3 Replies
Member
June 03, 2022
This solution does not seem to work with long URLs. When I click on the URL, it truncates the link. If you go to Multi-line, you lose the ability to ...read more
joelpacheco on February 19, 2021
As a sales rep, I want to be able to add external links to the company record of my account so that I can easily find resources in Miro, G-Suite, and Asana that are related to my account. Nothing too complicated, I would like to add links (URL) t read more
1 upvote
3 Replies
Member
June 03, 2022
This solution does not seem to work with long URLs. When I click on the URL, it truncates the link. If you go to Multi-line, you lose the ability to ...read more
shiling on March 06, 2019
Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I'd like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number. read more
106 upvotes
48 Replies
Member
June 30, 2022
Please add a quote counter that we can pick a starting number with! 100021 and count from there, much nicer looking than the crazy reference number u...read more
CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
846 upvotes
428 Replies
Member
July 04, 2022
Hello, I'm trying to add two new columns to a quote, but I need to see particular properties that I created in the product information. I've creat...read more
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