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

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Top Contributor | Elite Partner
March 05, 2025
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
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
3 upvotes
1 Reply
katherineladue on December 20, 2024
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
0 upvote
0 Reply
Top Contributor | Elite Partner
December 20, 2024
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
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
0 upvote
4 Replies
katherineladue on November 13, 2024
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
1 upvote
1 Reply
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