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StuartAVCOM
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Member since ‎Feb 26, 2020
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Stuart Anderson

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Activity

bryceanelson on April 08, 2021
Edit columns in Target Accounts
We've started to lean heavily on the Target Accounts tool and review the target accounts as sales teams on a regular basis. We'd like to have company owner visibility in this table to facilitate these discussions as well as any time anyone is lookin read more
Reply Idea Contacts & Companies
67 upvotes
22 Replies
StuartAVCOM
Participant
June 17, 2022
In short it would be great to be able to edit the information viewable in the Targetd Accounts listing so we can see what is important to us. As we w...read more
Solved
DerKaiser on April 02, 2020
Reassign contact who has changed companies
I'd like to remove a contact from a company and re-assign him to another company. It looks like I have to delete the contact entirely but I get a warning about not being able to use same name for 30 days. Am I missing something? Is there a way to r read more
Reply Discussion Email addresses
2 upvotes
13 Replies
StuartAVCOM
Participant
July 22, 2021
Thanks nikk!
RVice on October 07, 2019
Master Deal with sub-deals that de-crement the amount
The idea here is, we have the agreed potential from a customer say $100000. But the agreements are setup that they are billed say quarterly. It's possible the contract is lost at any point in between based on exception criteria. The current system i read more
Reply Idea Deals Sequences Workflows
35 upvotes
12 Replies
StuartAVCOM
Participant
March 09, 2020
Great idea and really needed!
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