rachel79

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Rachel Kaulius

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rachel79 on January 27, 2024

Deal "global discount" amount in $ vs %

Why can't I add a global discount to a deal as a dollar amount vs a percentage? Has anyone found a workaround for this??? The feature exists on the quote (see below) but not on the deal (above photo). And quote amounts don't cop read more

Reply Idea Deals

0 upvote

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rachel79

Participant

January 27, 2024

Reply to One-time discount for line items

Hi Jigar, I'm having a similar problem as the above user. I understand you can offer a one-time discount via Quote, but this doesn't affect the dea...read more

rachel79

Participant

January 26, 2024

Reply to Option for Deal value to sync with discounted Quote values

Also, global discount $ amounts aren't available on the Deal level, only on the Quote level. We're working to apply the following discount framework...read more

rachel79

Participant

January 23, 2024

Reply to Add Tracking Analytics to Quotes

Would like the option to pull Quote Status into reporting.

rachel79

Participant

September 19, 2023

Reply to Start a sequence on behalf of another HS user

Would love this capability for our SDRs!

rachel79 on September 14, 2023

Set availability for meetings without blocking off calendar

My team would like the ability to restrict their meeting availability without blocking off their google calendar. The feature exists in the Calling tool but iI don't see the equivalent for the Meetings tool? For example, one team member would read more

Reply Idea Meetings

1 upvote

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