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LaurenSimo
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Member since ‎Sep 16, 2020
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Lauren Simonson

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Wibeke on July 27, 2020
multiple currencies in reports and goals
A portal could use multiple currencies, but reports and goals are only in the main currency. This makes in impossible to set goals and to se reports in one country based on the local currency.
Reply Idea Account Settings Dashboards & Reports
76 upvotes
22 Replies
LaurenSimo
Member
November 22, 2020
I also agree - we have another office in Auckland and the main reason we bought the sales extension in our account is so that we could report on mult...read more
GLR on December 13, 2017
Company and contact info mandatory to create a DEAL
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
Reply Idea Contacts & Companies Deals
554 upvotes
229 Replies
LaurenSimo
Member
November 15, 2020
We have integrated Flow with our Hubspot account and without having an associatd company attached to the deal, this breaks our flows in creating fold...read more
LaurenSimo on September 16, 2020
Have defaults set up when creating a deal property
Hey team, would be great to be able to create a default values in deal properties, such as $ value. Or another example could be that we work with a lot of Australian companies, which we've created a "Country" field - we'd like this to default to Aus read more
Reply Idea Deals
1 upvote
0 Reply
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