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katherineladue
Top Contributor | Elite Partner
Top Contributor | Elite Partner
Member since ‎Oct 1, 2020
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  • Upvotes Given
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Katherine LaDue

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katherineladue
Top Contributor | Elite Partner
March 05, 2025
Reply to Expand Advanced third-party filtering for data sync to SALESFORCE integration
I'm not sure why this doesn't have 10,0000 upvotes! This is sorely needed. The setup for Selective Sync to filter data coming in from Salesforce is n...read more
katherineladue on February 19, 2025
Ability to Customize Line Item Columns that show on an Invoice
We have custom line item properties that we would like to be able to include on our invoices, but it doesn't look like the line item editor on Invoices supports this. Basically the exact same functionality that you have on Deals and Quotes for Invoi read more
Reply Idea Deals
3 upvotes
1 Reply
katherineladue on December 20, 2024
Allow forecasting on a per customer basis rather than per sales rep
I have had multiple clients recently that do all their sales forecasting on a per customer basis for their top targeted accounts, instead of per sales rep. It seems that for these folks the forecasting tool is essentially useless because it only all read more
Reply Idea Sales Reporting
0 upvote
0 Reply
katherineladue
Top Contributor | Elite Partner
December 20, 2024
Reply to Forecasting on a per customer basis instead of per sales rep
Thanks Dan, I like the idea of the deal pipeline! The only thing with that is I'm wondering how we'd be able to compare actual revenue amounts for ea...read more
Solved
katherineladue on December 19, 2024
Forecasting on a per customer basis instead of per sales rep
I have had multiple clients recently that do all their sales forecasting on a per customer basis for their top targeted accounts, instead of per sales rep. It seems that for these folks the forecasting tool is essentially useless because it only all read more
Reply Discussion Sales
0 upvote
4 Replies
katherineladue on November 13, 2024
Add more search terms for workflow enrollment history/action logs besides record name
We have lots of custom object records with the same exact name (because they represent educational courses), and tons of workflow automations around these object records. The enrollment history and action logs functionality is not really helpf read more
Reply Idea Workflows
1 upvote
1 Reply
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