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JB-AMTech
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Member since ‎Mar 26, 2020
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JB-AMTech
Contributor
January 25, 2022
Reply to Export quotes data to an excel spreadsheet
It would really be great if we could download this in .csv or .xlsx format - I currently have to copy the data out each week so we can review the quo...read more
JB-AMTech
Contributor
January 25, 2022
Reply to Option for Deal value to sync with discounted Quote values
This is a bit of a headache for us! Some of our reps are on top of changing the deal amount EVERYTIME they change the quote, but others are not, and ...read more
JB-AMTech
Contributor
January 21, 2022
Reply to Ability to Display Total Dollar Discount In Reporting
I agree! If we could use the discounts in reports, we could monitor this much easier!
JB-AMTech
Contributor
January 21, 2022
Reply to Deal Pipeline View
I agree with this! On both the deal and the ticket pipeline (not list) views, you can save a view but you have to select it and wait for it to load e...read more
JB-AMTech
Contributor
November 22, 2021
Reply to Attach multiple documents at once to a 1:1 email
This would be so useful! I normally have to attached AT LEAST 2 documents, and this would really speed that up!
JB-AMTech on July 01, 2021
Stretch Targets Via Revenue Goals
We have stretch targets for our monthly targets. We're currently using revenue goals for example (fake figures of course!): Target is £100 (revenue goal) but the stretch targets are £110 and £125 for the same month. This would be really hel read more
Reply Idea Dashboards & Reports
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