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GMoore
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Member since ‎Jan 29, 2021
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Greg Moore

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GMoore
Member
July 13, 2023
Reply to Notify Task Creator when Task is Completed
Please implement this... it is a basic feature in any other task solution and would be extremely helpful to ensure things are getting done without ha...read more
GMoore
Member
May 17, 2023
Reply to Customize Ticket Properties based on Pipeline
This is a problem we are facing also. It would be amazing to be able to customize the left panel of a ticket based on the pipeline of that ticket...read more
GMoore
Member
February 09, 2023
Reply to Using workflows to autocreate quotes
Any updates here? Happy to share my opinion on what should happen.
GMoore
Member
January 30, 2023
Reply to Associate Line Items to Tickets
We sell a hardware & software product. Given this, we need to send out RMA parts sometimes to fix customer problems. It would be awesome if the...read more
Solved
GMoore on May 23, 2022
Comparative Reporting over Time
Hi Team- We're looking to create a set of reports that compares sales people over time. IE. Number of deals won per month per sales person Number of calls made per month per sales person Number of meetings set per month per sales person read more
Reply Discussion Professional
0 upvote
1 Reply
GMoore on July 20, 2021
Contact Pipeline
Deal pipelines are great, but what about contact pipelines. Currently, we have to open a contact, mark specific fields one by one, and then build filters or lists in our contact pages. For less "sales deal" opportunities (IE. referral, evangelist, read more
Reply Idea Contacts & Companies
18 upvotes
5 Replies
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