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SMcGuire9
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Member since ‎Feb 8, 2021
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Sawyer McGuire

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February 26, 2021
Yes!!!! This would be huge for our sales team since they rack up tasks and forget to mark them as completed, it makes things a mess
Participant
February 11, 2021
Yes!!! You are the man Karsten! That's a clever workaround that will be perfect. Thanks so much!
Participant
February 11, 2021
Thanks Phil! My onboarding specialist looked into this too and the solution was just what you said. I created a workflow to take all of our sale...read more
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SMcGuire9 on February 08, 2021
Hi, I am having trouble with my forecast report. It is set to 60% for Quoted deals but for some reason, my forecasted amount is displaying as 100%. I have provided a picture for reference. Has anybody run into something like this before? T read more
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SMcGuire9 on February 08, 2021
Hello, This might be a dumb question because it is a simple calculation but I cannot find anywhere to input the right fields for a report. Is it possible to create a wing % report by calculating (Closed Won/ Closed Lost + Closed Dead + Closed W read more
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