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DinDjarin
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Member since ‎Jan 27, 2021
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  • Upvotes Given
    36
  • Upvotes Received
    108
  • Ideas
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Participant
November 22, 2022
Agree - we are an advisory firm and we are required by regulation to log client reviews. It's great that we can log them as meetings, calls, emails a...read more
DinDjarin on April 01, 2022
We use service tickets which has an amount field - in our case withdrawals - but the ticket object doesn't have the ability to calculate amounts in company currency the way the deal tickets does. That means when I create a report to track withdr read more
2 upvotes
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Participant
February 11, 2022
Is there a status update? Last comment says it's on the roadmap for 2020 so is there an eta?
DinDjarin on October 01, 2021
There are some deal property fields on contacts, but it's crazy to not include the deal stage at the contact level. Users should not have to create workarounds or use exports to excel and vlookup as I've seen in some discussions on the community read more
Participant
September 15, 2021
Yes pls. While a lot of meeting outcomes are covered by HS default settings, some are not and being able to add additional outcomes allows us to get ...read more
Participant
June 16, 2021
@Dylan certainly a need for this. We offer multiple products and I've tried to consolidate them all into one deal ticket but it's beginning to get...read more
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