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JFinnegan
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Member since ‎Feb 3, 2021
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JFinnegan
Participant
January 19, 2022
Reply to Create approval workflow depending on discount
Hi Is there any update to this idea. Every other property is avialble to select in a Quote based workflow with the exception of %'s. This surel...read more
JFinnegan
Participant
October 11, 2021
Reply to Win Rate reporting
This is a key but basic metric used by Revenue/Sales Ops which Im have to measure on a google doc.... not cool
JFinnegan
Participant
March 31, 2021
Reply to Task Creation & Completion date visibility
I really need the abilty to view the time it takes to action a tasks, adding a time stamp would be so beneficial We are able to report on the time i...read more
JFinnegan
Participant
February 17, 2021
Reply to Add an 'OR' option to Filters in Views Reports
It would make like so much easier if Or was also an option when creating reports. This really should be out of the box fucntionality
JFinnegan
Participant
February 03, 2021
Reply to Ability to change the default "Expiration Date" in Quotes
Hi There It would also be great to extend the expiry date, should that date have passed. My AE was having inbox issues and now has to raise a ne...read more
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