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JB-AMTech
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Member since ‎Mar 26, 2020
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  • Upvotes Given
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  • Upvotes Received
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Jordan Batty

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Contributor
January 25, 2022
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
Contributor
January 25, 2022
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
Contributor
January 21, 2022
I agree! If we could use the discounts in reports, we could monitor this much easier!
Contributor
January 21, 2022
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
Contributor
November 22, 2021
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
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
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