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jdanielson
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Member since ‎Mar 1, 2021
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jessica danielson

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December 15, 2021
Thank you very much for the suggestion Karsten. I have a rolling activity report at the momemtn and it's working well to ensure momentum on deals we...read more
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jdanielson on December 13, 2021
I'd like to see a rolling week on week status update on a deal so we can see what activitoes and actions have taken place within a deal stage to move it forward. I've created a custom field called next steps, that sales reps can log updates to, read more
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August 25, 2021
It would be great if we could have the ability to make conditional deal stage group properties, that way we could create a Checklist as under Deal Gr...read more
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