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TCollins
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Member since ‎May 22, 2020
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  • Upvotes Given
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  • Upvotes Received
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Tom Collins

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kelseyingram392 on October 15, 2020
Calculated properties would be significantly more useful if you could combine number and date critieria. For example, total value of deals in the past 18 months, or total number of deals in the past 18 months. This would allow for much more granular read more
Member
December 30, 2021
I agree that a calculated subscription end date field based on an effective date and term on a Deal object would be very useful.
TCollins on October 08, 2020
At the moment the access controls are quite limited, and entirely on the user side, rather than the content side. The only controls are whether a user can see their contacts, their team's contacts, or all contacts. Sometimes you want a contact/c read more
Member
June 15, 2022
Very helpful. Some contacts / partnerships are best in confidence until ready.
ParkerShort on February 05, 2020
Hi there, I'd like to use a deal-based workflow to automatically ask for an update that goes out at as an internal email. Our deal names are inconsistent, so I want to simply ask "What's the status on the deal with {{company.name}}?" It doesn' read more
42 upvotes
10 Replies
Contributor
June 20, 2022
This feature is needed. I ran into the same issue building deal stage workflows, with the same use case as the OP. At a certain step of the process, ...read more
ParkerShort on February 05, 2020
Hi there, I'd like to use a deal-based workflow to automatically ask for an update that goes out at as an internal email. Our deal names are inconsistent, so I want to simply ask "What's the status on the deal with {{company.name}}?" It doesn' read more
42 upvotes
10 Replies
Contributor
June 20, 2022
This feature is needed. I ran into the same issue building deal stage workflows, with the same use case as the OP. At a certain step of the process, ...read more
GLR on December 13, 2017
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
447 upvotes
179 Replies
Participant
May 27, 2022
@HOlszowski To add to @KennethS 's reply, I have also done a workaround for a similar problem using Zapier to create associations between record...read more
TCollins on May 27, 2020
It would be great to have more granular resizing of reports on dashboards, at the moment it's very basic which makes it hard to get reports to useful sizes without either wasting loads of space or making them hard to read. If you have a chart wi read more
1 upvote
1 Reply
Contributor
July 09, 2020
I have a need to shrink reports to smaller than half-size. I am working on a user-specific dashboard and sometimes all that I want to show is a singl...read more
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