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JFinestone
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Member since ‎Dec 21, 2020
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Jason Finestone

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NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
960 upvotes
252 Replies
JFinestone
Member
March 25, 2022
Agree with all of the above. We mark our deals with Association Labels (Opportunity, Lost Opportunity and Customer). It would be great to run workflo...read more
Chemique on May 31, 2018
Increased reporting for quotes
We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel lik read more
Reply Idea Products & Quotes Sales Reporting
154 upvotes
49 Replies
JFinestone
Member
March 17, 2022
It would also by nice to mark if a quote was paid offline. We have a number of customers who will pay via e-transfer or cheque and we cannot mark tha...read more
DBowers3 on June 16, 2017
Associate one contact to multiple companies
Think business consultant or sales broker - We'd like to be able to have one contact associated with multiple companies in Sales CRM.
Reply Idea Contacts & Companies
1240 upvotes
379 Replies
JFinestone
Member
March 15, 2021
@jeffvincent another +1 for @OliverM 's description of the challenges here. It's been 4 years now with an open ticket that's critical to stayi...read more
Chemique on May 31, 2018
Increased reporting for quotes
We're a B2B company with an external sales team. One report that our management staff tends to watch is "quotes per sales associate." We're pretty new to SalesPro and it's quoting features. We are currently tracking this data manually and I feel lik read more
Reply Idea Products & Quotes Sales Reporting
154 upvotes
49 Replies
JFinestone
Member
March 17, 2022
It would also by nice to mark if a quote was paid offline. We have a number of customers who will pay via e-transfer or cheque and we cannot mark tha...read more
JFinestone on January 07, 2021
Expanded Sales Goals for non-Enterprise users
As a Sales Hub Pro user it's pretty disappointing that I can only set one type of goal (Revenue) for our sales team. As a sales manager not being able to set goals for my team around things like call volume, deal volume, etc. is pretty disappointin read more
Reply Idea Sales Reporting
3 upvotes
1 Reply
adamperri5 on August 21, 2019
Notifications for Quotes upon payment
Having a notification email, or any type of notification appear when a client pays in the Quotes area will be a huge benefit to our system. The only way to see the quotes you've created is by downloading a PDF / Excel sheet. If there was also a way read more
Reply Idea Products & Quotes
46 upvotes
24 Replies
JFinestone
Member
January 05, 2021
Any updates on this feature?
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