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mktgqueen
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Member since ‎Jul 17, 2017
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mktgqueen
Contributor
April 17, 2023
Reply to Allow rounding of Amount in Deals
Jeannie, this is great! Thanks for the update. When will this be reflected in reporting?
mktgqueen
Contributor
September 10, 2021
Reply to Fiscal Year Beta
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
mktgqueen
Contributor
March 03, 2021
Reply to Sync property values between Contact, Company and Deal Records
@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
mktgqueen
Contributor
February 19, 2021
Reply to Sync property values between Contact, Company and Deal Records
This is EXTREMELY important to my 93 salespeople who don't like having to duplicate work and information. Being able to sync/share info between conta...read more
mktgqueen
Contributor
July 23, 2020
Reply to Customize the close date in deals
@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
Contributor
July 17, 2020
Reply to Add an option to inherit a company's address information when adding a new contact.
We would LOVE to have this as well. However, I do have a bit of a work around for you. Once the company information has been entered, you can do an...read more
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