Hi, Now we can make quote approval workflow, based on the amount of the deal, for example when the deal is under a certain amount, the quotes can get automatically approved. It would be usefull, if a discount is added to a quote, the approv read more

It would be so valuable to surface the unit discount % that has been applied in quotes to a custom property. This porterty that can be used in a Quote workflows, to trigger tasks for Sales Managers to review based on the % level. This will prov read more

How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much

Tasks are created to followup any customer on right time. However, we need to track when the task was created and when it was completed. So that, we can analyze the performance of tasks with various customers. Task Creation Date: Task Comp read more

It would be great if taks in sequences could be triggered by activity on emails that are sent, for example if the email is opened, something is clicked on etc. This fucntionality is avaibale in a Worflow, but I want the emails to come from my sa read more

When you use filters to create a contact, company or deal view - or when using filters in creating a custom report - there should be an option for OR instead of just AND like the list functionality on the marketing side. That way you can build repor read more