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adzleach
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Jun 13, 2020
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  • solutions
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  • Replies
    1
  • Upvotes Given
    58
  • Upvotes Received
    42
  • Ideas
    6

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Adam Leach

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Activity

adzleach
Participant | Platinum Partner
August 08, 2024
Reply to Dedicated IP for Custom Code actions
This is really important. IP allowlisting is a legacy approach to security and more effective measures are now available; however many of our clients...read more
adzleach
Participant | Platinum Partner
November 17, 2022
Reply to Filter results in the Duplicates tool
This is an absolute must-have feature for this tool to be anything more than an MVP.
adzleach
Participant | Platinum Partner
March 01, 2022
Reply to Field dependencies in Playbooks
This is important for our clients, especially when using playbooks for calling.
adzleach on February 08, 2022
Searchable custom product properties
Allow editing of custom product properties or properties such as hs_sku to allow them to be searched in the product library.
Reply Idea Products and Quotes Properties
1 upvote
1 Reply
adzleach on January 11, 2022
Tax for workflows and reporting (tax as a quote property)
Context Being able to report on and trigger workflows on total tax for a quote is vital for many businesses to remain compliant and ensure that business processes are followed. It's currently not possible to view the total tax on a calculated read more
Reply Idea Products and Quotes Properties Sales Reporting Workflows
3 upvotes
1 Reply
adzleach
Participant | Platinum Partner
November 11, 2021
Reply to Deal Line Item Editor Personal / Global Column Preferences
This is a key feature to enable additional CPQ capabilities for our clients and enable better onboarding and engagement with their teams. Key i...read more
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