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

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smcquillan on March 01, 2021
Deal view - sort by associated companies
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
Reply Idea Deals
14 upvotes
5 Replies
AlexHodgson on April 16, 2019
Clone Quotes
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
Reply Idea Products & Quotes
150 upvotes
69 Replies
smcquillan
Participant
December 18, 2020
Cloning quotes is of the utmost importance to our sales team - huge time saver!
Solved
JonDFreeman on April 02, 2020
Rep asked for a report showing email opens for their sequences
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
Reply Discussion CRM Email
4 upvotes
7 Replies
smcquillan
Participant
July 31, 2020
Got the same request from a rep - wants to be able to see individual contacts enrolled in a sequence who opened one or more emails. Trying to figure ...read more
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