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lhehr
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Member since ‎May 18, 2020
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Lisa Hehr

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lhehr on January 27, 2021
Deal Attachment Logging
I know there is a setting that enables and disables email attachment logging which we have disabled. A previous Manager asked to have this disabled and the reasoning wasn't very clear other than some people had concerns about attachments being saved read more
Reply Discussion Professional
0 upvote
2 Replies
lhehr
Participant
February 03, 2021
Thank you Josh for your help! That's what I was thinking. Will discuss with the team and see how they would like to approach it!
Solved
lhehr on January 27, 2021
Deal Attachment Logging
I know there is a setting that enables and disables email attachment logging which we have disabled. A previous Manager asked to have this disabled and the reasoning wasn't very clear other than some people had concerns about attachments being saved read more
Reply Discussion Professional
0 upvote
2 Replies
lhehr
Participant
February 03, 2021
Thank you Josh for your help! That's what I was thinking. Will discuss with the team and see how they would like to approach it!
Chemique on May 31, 2018
Increased reporting for quotes
We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel lik read more
Reply Idea Products & Quotes Sales Reporting
154 upvotes
49 Replies
lhehr
Participant
May 18, 2020
I think this is an integral feature and should be done as soon as possible. I can't report correctly on quotes as the current reporting feature using...read more
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