We have a need to calculate the projected sales for a company based on the current value of orders divided by a number that is the current day of the year. For example: Year Projection = (2025 Sales / ((Day Count / 365) * 2024 Sales)) I' Leia mais
Nicole, The issue is that you can't use a deal workflow to trigger a company workflow. This is where I've got stuck. I can trigger a workflow w...Leia mais
I want to be able to create a count of the number of Closed/Won and Closed/Lost sales deals for a company so that we can identify issues with closing deals as well as those customers who may be using us for just price comparison with our competitors Leia mais
I've integrated GoTo Webinar and Hubspot and I've created active lists for registrations and attendances so that the sales team can follow up afterwards. The integration is working as I can see when a contact has registered in their timeline. Ho Leia mais
I'm looking to change a deal name using automation at certain stages of a pipeline. For example, once a quote has been sent to the customer, the quote number is added into a custom field and the deal moved to the next stage. I'd like to add this Leia mais
I'm trying to create a number of actions that occur when a contact completes a SurveyMonkey survey. I've setup a workflow so that an internal contact gets a email notification when a response is received but I'm not sure that a user can go throu Leia mais
I'm trying to create an automation to identify company records where the total closed/won value for deals is greater than a certain value. For example, Company A has total closed/won deals >£50,000 -> set custom field to true I've added Leia mais
We have a need to calculate the projected sales for a company based on the current value of orders divided by a number that is the current day of the year. For example: Year Projection = (2025 Sales / ((Day Count / 365) * 2024 Sales)) I' Leia mais