SMcGuire9

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SMcGuire9 on Abril 09, 2021

Creating Custom Quote Template with New Line Items

Hey everyone, I want to change the quote template where instead of a total price there is a parts and a labor column that add up to the total. And then underneath I'd like for there to be two different subtotals. The current prebuilt templates do no Leia mais

Responder Discussão Drag and Drop Template

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SMcGuire9

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Abril 09, 2021

Hi @amandaulm and thank you for taking the time to respond. So in this case the quote totals wouldn't be able to be a combination of labor + ...Leia mais

SMcGuire9 on Abril 09, 2021

Creating Custom Quote Template with New Line Items

Responder Discussão Drag and Drop Template

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SMcGuire9

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Abril 09, 2021

Hi @amandaulm and thank you for taking the time to respond. So in this case the quote totals wouldn't be able to be a combination of labor + ...Leia mais

KevinFMTV on Junho 28, 2019

Allow workflows to delete or mark tasks complete

USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w Leia mais

Responder Idéia Workflows

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SMcGuire9

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Fevereiro 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

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SMcGuire9 on Fevereiro 08, 2021

Creating Win % Report

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 Leia mais

Responder Discussão Professional

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SMcGuire9

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Fevereiro 11, 2021

Yes!!! You are the man Karsten! That's a clever workaround that will be perfect. Thanks so much!

Solucionado

SMcGuire9 on Fevereiro 08, 2021

Forecasting for Quotes Isn't Working

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 Leia mais

Responder Discussão Professional

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SMcGuire9

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Fevereiro 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...Leia mais

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SMcGuire9 on Fevereiro 08, 2021

Forecasting for Quotes Isn't Working

Responder Discussão Professional

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SMcGuire9

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Fevereiro 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...Leia mais

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