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dflynt
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Member since ‎Sep 24, 2020
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Darren Flynt

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dflynt on August 05, 2021
Need a way to see the approver a pending quote is waiting on
We regularly have issues where quotes are created and I am asked who the quote is waiting on for approval. We have all of the workflows working to send emails to the quote approver, but sometimes people are out. I have a workflow that I run manual read more
Reply Idea Properties
1 upvote
0 Reply
dflynt
Participant
May 11, 2021
Reply to Accept more decimals of cent values for product price
We really want this feature as well since we have settled on 5 decimal places for our pricing. In the meantime, for locations like Brazil, where thi...read more
dflynt
Participant
April 22, 2021
Reply to Security to Keep Sales Reps from Closing Deals
Just as a point of clarification. We absolutely want sales reps to enter deals and move them through the deal stages that they are in charge of. Ho...read more
Solved
dflynt on April 19, 2021
Security to Keep Sales Reps from Closing Deals
I thought I had found an answer to this question before, but can't find it now. We have a process where customer service closes deals (by setting to Closed Won) when we get a PO from a customer. Is it possible to not allow Sales Reps to close deal read more
Reply Discussion Deals Enterprise
0 upvote
7 Replies
dflynt on January 29, 2021
De-couple CES (Customer Effort Score) Survey from Tickets or Add Features to Custom Survey
This feature request is for our heads of sales and customer service. We would like to send CES (Customer Effort Score) surveys to customers and have them not tied to tickets. We tried with a custom survey but want the survey in email and not on a read more
Reply Idea Feedback Surveys
1 upvote
1 Reply
dflynt
Participant
October 21, 2020
Reply to Customize Quote template/appearance
I was a bit surprised that the "Download quote" and "Print quote" buttons are not at the bottom of the default quote and proposal templates. Can som...read more
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