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CFetterly
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Member since ‎Feb 28, 2021
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Chris Fetterly

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Activity

NinaKovari on August 23, 2019
We do a lot of business with international companies that have various branches across the globe. It would be useful to be able to associate these branches with each other through a "sister" or "related" company relationship, similar to the parent/c read more
13 upvotes
6 Replies
Participant
July 23, 2021
Definitely needed. We want to track investors, stakeholders, advisors, and more.
Solved
OliviaB on November 30, 2020
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property read more
50 upvotes
69 Replies
Participant
May 31, 2021
Thank you!!! This seems like such a basic data point to have available but I'm glad there's a workaround.
FlywheelKinetic on January 19, 2019
As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline a read more
133 upvotes
52 Replies
Participant
April 12, 2021
Completely agree. In fact this would be a tipping point for me to go from professional to enterprise. We have lots of custom objects I want to set go...read more
Solved
CFetterly on March 24, 2021
Hi, I have created custom lead status options and they are not all appearing in the company side record bar. When I click the dropdown arrow, several are missing. These are the leads I'm expecting to see:   The current lead status' that ar read more
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