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JB-AMTech
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Mitglied seit ‎Mär 26, 2020
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brunomaion on Mai 10, 2019
Export quotes data to an excel spreadsheet
We generate quotes usisng HubSpot quoting tool, included in Professional version of the software. Unfortunatly this information cannot be accessed afterwards, we can only gereta e file with all the quotes ever sent in PDF format, that is not usefull Beitrag ansehen
Antworten Idee Products and Quotes
81 Likes
24 Antworten
JB-AMTech
Mitwirkender/Mitwirkende
Januar 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...Beitrag ansehen
FinallyMatt on Juli 02, 2020
Option for Deal value to sync with discounted Quote values
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom Beitrag ansehen
Antworten Idee Account Settings CRM Objects (Contacts & Companies & Deals & Tickets) Dashboards & Reports Products and Quotes Sales Reporting
105 Likes
33 Antworten
JB-AMTech
Mitwirkender/Mitwirkende
Januar 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 ...Beitrag ansehen
abrow on Dezember 15, 2020
Ability to Display Total Dollar Discount In Reporting
We would like to build reports that show the total dollar discount taken for a product. Currently, w hen I build a report, I see fields for 'Discount Percentage' and 'Unit Discount'. However, neither of these fields tell me the total dollar discount Beitrag ansehen
Antworten Idee Products and Quotes
8 Likes
2 Antworten
JB-AMTech
Mitwirkender/Mitwirkende
Januar 21, 2022
I agree! If we could use the discounts in reports, we could monitor this much easier!
MKatz on Januar 14, 2022
Deal Pipeline View
Would be great if you could save your pipeline view to what you want it to be. This would benefit sales managers in so many ways! Currently I only want to see this years deals - however every time I go to view the pipeline, I have to change the Beitrag ansehen
Antworten Idee Deals
5 Likes
3 Antworten
JB-AMTech
Mitwirkender/Mitwirkende
Januar 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...Beitrag ansehen
adodge on März 10, 2020
Attach multiple documents at once to a 1:1 email
Who: Salesreps Goal: Efficiently and quickly add documents from the CRM to a 1:1 email. The ability to filter by favorites would be an added bonus.
Antworten Idee Sales Documents
19 Likes
3 Antworten
JB-AMTech
Mitwirkender/Mitwirkende
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 Juli 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 Beitrag ansehen
Antworten Idee Dashboards & Reports
3 Likes
0 Antwort
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