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SarahAB
Participant
Membre depuis ‎août 24, 2017
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  • Solutions
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  • Réponses
    2
  • Mentions J'aime ajoutées
    25
  • Mentions J'aime obtenues
    21
  • Idées
    1

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Activité

karinamariotti le Novembre 02, 2018
Future Rolling Date Range
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 Lire la suite
Répondre Idée Contacts & Companies Sales Reporting
198 Mentions J'aime
77 Réponses
SarahAB
Participant
Juillet 22, 2019
Without this, I waste so much time updating custom date ranges on my reports! Would love to see this happen.
SarahAB le Juillet 22, 2019
Product attributes
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 Lire la suite
Répondre Idée Products & Quotes
17 Mentions J'aime
7 Réponses
Jorisvdijk95 le Novembre 10, 2017
Folders in Product Library
I would love to be able to make folders in Product Library. Who would love that to?
Répondre Idée Products & Quotes
61 Mentions J'aime
34 Réponses
SarahAB
Participant
Juillet 22, 2019
Yes! Folders and ability to sort. Products still seems like a half-baked product sometimes.
granthensel le Avril 22, 2017
Set Deal Stage Win Probability to 0%
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. Lire la suite
Répondre Idée Deals Sales Reporting
112 Mentions J'aime
62 Réponses
SarahAB
Participant
Janvier 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...Lire la suite
gil1001 le Décembre 17, 2018
Attaching playbooks to deals and not only contacts
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 Lire la suite
Répondre Idée Deals Sales Content
6 Mentions J'aime
3 Réponses
SarahAB
Participant
Janvier 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 ...Lire la suite
virginiam le Novembre 09, 2017
Better reporting for Products
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 Lire la suite
Répondre Idée Products & Quotes Sales Reporting
144 Mentions J'aime
45 Réponses
SarahAB
Participant
Août 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. ...Lire la suite
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