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mktgqueen
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Membre depuis ‎juil. 17, 2017
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  • Réponses
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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mktgqueen le Mars 20, 2020
Our team would love to have an auto-rounding function for the Amount in the deal tab. We deal is some pretty large numbers for our deals (typically anywhere from $50k to over $1 million). If you could allow users (or admins) to set the auto-roundi Lire la suite
138 Mentions J'aime
47 Réponses
Contributeur
Avril 17, 2023
Jeannie, this is great! Thanks for the update. When will this be reflected in reporting?
jmacandrews le Février 17, 2021
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 Lire la suite
57 Mentions J'aime
22 Réponses
Contributeur
Septembre 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...Lire la suite
CoachAaronCCR le Juillet 11, 2017
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 Lire la suite
1365 Mentions J'aime
204 Réponses
Contributeur
Mars 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...Lire la suite
CoachAaronCCR le Juillet 11, 2017
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 Lire la suite
1365 Mentions J'aime
204 Réponses
Contributeur
Mars 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...Lire la suite
Kim_GP le Juillet 24, 2017
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 Lire la suite
334 Mentions J'aime
140 Réponses
Contributeur
Juillet 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...Lire la suite
MDGeis le Janvier 31, 2020
When adding a new "contact" record, I'd like to see an option that would allow the "contact" to initially inherit the address information of the "company" being associated with. We recently entered nearly 500 companies, then a second team started id Lire la suite
2 Mentions J'aime
1 Réponse
Contributeur
Juillet 17, 2020
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...Lire la suite
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