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SarahAB
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Member since ‎Aug 24, 2017
  • solutions
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  • Replies
    2
  • Upvotes Given
    25
  • Upvotes Received
    21
  • Ideas
    1

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Activity

karinamariotti on November 02, 2018
The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days. Currently, the only options for rolling date ranges are for the L read more
Participant
July 22, 2019
Without this, I waste so much time updating custom date ranges on my reports! Would love to see this happen.
SarahAB on July 22, 2019
Having the ability to add product attributes that would pull up different pricing would allow us to keep our product library so much cleaner. Right now, you need to create multiple versions of the same product to account for the different attri read more
17 upvotes
7 Replies
Jorisvdijk95 on November 10, 2017
I would love to be able to make folders in Product Library. Who would love that to?
61 upvotes
34 Replies
Participant
July 22, 2019
Yes! Folders and ability to sort. Products still seems like a half-baked product sometimes.
granthensel on April 22, 2017
Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting. read more
112 upvotes
62 Replies
Participant
January 22, 2019
Custom win probabilities would be huge. I just went in to make changes to make our pipeline more granular, and realized it doesn't do it. Disapointed...read more
gil1001 on December 17, 2018
It looks like playbook are only available to tie to a contact, and there is no way to tie a playbook to a deal, while updating contact info and deal info. An example use case would be to have a form where you map different contacts to their roles read more
6 upvotes
3 Replies
Participant
January 15, 2019
The first playbook I tried to build out was the process for reps to close out a deal. I immediately realized that you can only link to properties on ...read more
virginiam on November 09, 2017
I am very happy that the new "Products" feature was added under deals. I think this gives the opportunity to create very good reports on sales by products. However, I would like the opportunity to create custom reports using the products. I wo read more
Participant
August 10, 2018
Being able to report on Products is critical for us when implementing the use of the Products functionality. Without that it's completely useless. ...read more
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