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Folu
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Member since ‎Oct 1, 2020
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Folu Okunade

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PMercer on January 26, 2021
Giving a weighted value of a deal board
Can you think about adding a way of getting a value of you deal board based on the percentage chance of winning the deal, please
Reply Idea Deals
5 upvotes
1 Reply
Folu
Member
February 19, 2021
I'm not sure if this is the same idea, but I 2nd this! The percentage chance of deal closing is already in the deal pipeline stages while creating th...read more
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
341 upvotes
117 Replies
Folu
Member
November 10, 2020
This feature would be really helpful, especially if the quote can be sent to the customer generating it. We don't need it autogenerated from a workfl...read more
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
469 upvotes
181 Replies
Folu
Member
October 01, 2020
From a business perspective, I believe this should be a need to have and not a nice to have (at least in my organization). Sequences often require me...read more
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