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mktgqueen
Contributor
Member since ‎Jul 17, 2017
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  • Replies
    19
  • Upvotes Given
    32
  • Upvotes Received
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Activity

jmacandrews on February 17, 2021
Fiscal Year Beta
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w read more
Reply Discussion
56 upvotes
22 Replies
mktgqueen
Contributor
September 10, 2021
In order for sales management to actually use the revenue reporting information to actually track sales persons' progress towards sales goals, this N...read more
CoachAaronCCR on July 10, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals
1127 upvotes
169 Replies
mktgqueen
Contributor
March 03, 2021
@warrendavey and @edmund Workflows are merely a work-around and aren't efficient for the sales team. The sales team should be able input data on...read more
CoachAaronCCR on July 10, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals
1127 upvotes
169 Replies
mktgqueen
Contributor
March 03, 2021
@warrendavey and @edmund Workflows are merely a work-around and aren't efficient for the sales team. The sales team should be able input data on...read more
Kim_GP on July 24, 2017
Customize the close date in deals
When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more
Reply Idea Deals
332 upvotes
140 Replies
mktgqueen
Contributor
July 23, 2020
@hlawrence9 when you import your deals/jobs, you can import a close date, even if the close date is not the day of the import. We've done this a nu...read more
mktgqueen on July 17, 2020
Copy address info from Contacts/Companies when creating them
Our team of 90+ would very much like for the option to copy address information (street address, city, state, zip) from contact to company (and vice versa) when creating one from the other. If you've already created one and then create the other read more
Reply Discussion Contacts
1 upvote
3 Replies
mktgqueen
Contributor
July 17, 2020
This is intriguing. I wasn't aware that you could make WF enrollment a contact &/or company property. The trigger would be the "associated" c...read more
mktgqueen on July 17, 2020
Copy address info from Contacts/Companies when creating them
Our team of 90+ would very much like for the option to copy address information (street address, city, state, zip) from contact to company (and vice versa) when creating one from the other. If you've already created one and then create the other read more
Reply Discussion Contacts
1 upvote
3 Replies
mktgqueen
Contributor
July 17, 2020
This is intriguing. I wasn't aware that you could make WF enrollment a contact &/or company property. The trigger would be the "associated" c...read more
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