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smcquillan
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Member since ‎Jul 31, 2020
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  • Upvotes Given
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Samantha McQuillan

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smcquillan on March 01, 2021
Absolutely need the ability to sort Associated Companies in ascending or descending order when in a deal view. We need to be able to see all deals for a time period and then sort by deal owner to make bulk edits on the deal stage, vertical, etc or t read more
7 upvotes
4 Replies
Member
March 16, 2022
We definitely need to be able to search for the company name in the search bar as most people will tend to use this to find what they are looking for...read more
AlexHodgson on April 16, 2019
We've started using Quotes (it is very good) but one thing that frustrates is that if the customer requests one small change to a quote before signing you have to redo the whole quote. We'd like to suggest: - Ability to clone a quote to a new q read more
123 upvotes
59 Replies
Member
September 20, 2022
This would be really helpful. My coworker has done all the leg work that could be used for another deal, but im unable to do and being forced to recr...read more
Solved
JonDFreeman on April 02, 2020
These aren't marketing emails, they're emails sent by a salesperson. And the rep wants a report that would allow them to see what emails were opened the most. Anyone know what type of report this is? I've dug around and found little luck for the read more
3 upvotes
7 Replies
Participant
August 12, 2022
My reps asked for the same thing. There seems to be no easy way to get/create/export a list, leaving them going into individual records.
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