KNickolay

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solutions
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Replies
1
Upvotes Given
63
Upvotes Received
24
Ideas
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Kara Nickolay

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KNickolay

Participant

March 17, 2025

Reply to Permissions for Product Library

@hhiggins - does this BETA also include being able to limit edit access to specific fields for products? While this is a HUGE win for the Products ...read more

KNickolay

Participant

February 04, 2025

Reply to Merge contacts permissions

OMG! @AmandaBaker I have never ran to request a private beta faster in my life - thank you, thank you, thank you!!!

KNickolay

Participant

January 13, 2025

Reply to Forecast submission clean up

We had one manager accidentally put in a team submission rather than letting it automatically calculate the user's submissions. Now it is all messed ...read more

KNickolay

Participant

November 14, 2024

Reply to Permissions for Product Library

We desperately need this to be a thing - cannot believe this is not a permission already in place as this is so necessary for our business.

KNickolay on October 11, 2024

Freezing Goal Attainment Column in Forecast View

Hello! We have recently moved from using a forecast category probability to the deal stage probability. In making this change, we have discovered that when we scroll to the right to see the additional stages in the forecast tool, we lose visibi read more

Reply Idea Sales Reporting

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KNickolay

Participant

August 27, 2024

Reply to Automatically associate contact/company records with Deals

Hi! I like this idea but I think it needs to be taken a step further -- If we could configure how it got auto-associated, that would be useful for us...read more

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