Member since ‎Dec 21, 2020
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Alison Lucas

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MJZook on December 30, 2019
I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline. Example: A deal that is in read more
16 Replies
December 06, 2022
All the Proposed solutions required workarounds using workflows, and or using third party solutions to enable this functionality, where it is a more
leechen on November 22, 2022
Posting on behalf of a customer here: Would be greatly helpful if the data we see in reports regarding revenue goals can be exported and analysed in excel - would increase the utility of the data exponentially!
November 22, 2022
This extends beyond the revenue goals, we also need to see the attainment of goal, other % metrics, gap to the goal (as a number and a %). We use more
NateVDW on June 29, 2020
I have set my teams goals into the Reports/Goals for 2020. I have not found any report that allows me to show the % of revenue goal in results. I can get a number (ie: 50,000$) but I haven't found how to display % of target in reports (ie: 50 000$ read more
3 Replies
November 20, 2022
Hi, We need a way to display the % of attainment in reports, as this is a more reflective way to show how people are contributing to sales, as more
ALucas0 on October 25, 2022
Our business model, is setup to support resellers who get a margin discount on all the products they buy from us, and this is in addition to any further discounts that are applied to an order, i.e special offers, bulk buy discounts etc. The abilit read more
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esundance on May 12, 2017
I have month-to-month contracts and would like to be able to duplicate a Deal so I don't have to enter the same info each month.
44 Replies
October 03, 2022
I am not sure why this is marked as resolved, all the Proposed solutions required workarounds using workflows, and or using third party solutions to more
LButterfield on October 28, 2021
It would be really helpful in the quotes when editing line itemsto have the ability to choose for it to default to % rather than currency when adding a discount to individual line items. This would really help our sales team as they often need to a read more
1 Reply
September 09, 2022
This would be ideal - most times our sales time only give a % discount for margin, not a unit item which wastes time.
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