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SarahAB
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コミュニティー参加日： ‎8 24, 2017
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karinamariotti 11月 02日, 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 続きを読む
返信 アイデア Contacts & Companies Sales Reporting
198 いいね！
77 コメント
SarahAB
参加者
7月 22日, 2019
Without this, I waste so much time updating custom date ranges on my reports! Would love to see this happen.
SarahAB 7月 22日, 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 続きを読む
返信 アイデア Products & Quotes
17 いいね！
7 コメント
Jorisvdijk95 11月 10日, 2017
Folders in Product Library
I would love to be able to make folders in Product Library. Who would love that to?
返信 アイデア Products & Quotes
61 いいね！
34 コメント
SarahAB
参加者
7月 22日, 2019
Yes! Folders and ability to sort. Products still seems like a half-baked product sometimes.
granthensel 4月 22日, 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. 続きを読む
返信 アイデア Deals Sales Reporting
112 いいね！
62 コメント
SarahAB
参加者
1月 22日, 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...続きを読む
gil1001 12月 17日, 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 続きを読む
返信 アイデア Deals Sales Content
6 いいね！
3 コメント
SarahAB
参加者
1月 15日, 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 ...続きを読む
virginiam 11月 09日, 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 続きを読む
返信 アイデア Products & Quotes Sales Reporting
144 いいね！
45 コメント
SarahAB
参加者
8月 10日, 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. ...続きを読む
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