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DeepakTalwar
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Member since ‎Mar 10, 2021
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Deepak Talwar

Software Development (Full Stack, 15 Years)

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DeepakTalwar on April 06, 2021
There should be a Provision to skip Weekends from Reports
Right now if we create daily reports, it shows data in all dates of that month. However, there is no purpose to show just zeros on those dates on which office remian closed like week ends or Sundays only. So, there should be a provision to skip w read more
Reply Idea Sales Reporting
16 upvotes
1 Reply
Hal on June 25, 2019
Time in Deal Stage
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Reply Idea Deals
436 upvotes
161 Replies
DeepakTalwar
Member
March 27, 2021
Eventhough We are able to handle this with some Tweek Right now we have 7 stages in a pipeline. For that we created 7 date properties and 6 Custom ...read more
Hal on June 25, 2019
Time in Deal Stage
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Reply Idea Deals
436 upvotes
161 Replies
DeepakTalwar
Member
March 27, 2021
Eventhough We are able to handle this with some Tweek Right now we have 7 stages in a pipeline. For that we created 7 date properties and 6 Custom ...read more
DeepakTalwar on March 16, 2021
We can Clone New Report from an Existing One, But there is no way to clone Properties Between Report
We can Clone a New Report from an Existing One, But there is no way to clone Properties between 2 Existing Reports. We stuck in a situation, where we alrady created more than 30 reports. now we wish to add 10 more properties in each Report. We read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
DeepakTalwar on March 15, 2021
Right now we can't withdraw authority from a user to remove his deal.
Right now Admin can't withdraw authority from a user to remove his deal. User Should not be allow to Remove a Deal, without Admin Permission. Permission should work in all forms as deal listing page, deal page (Actions Drop Down)
Reply Idea Deals
3 upvotes
0 Reply
DeepakTalwar on March 12, 2021
Uses Authorize for a Particular Stage, Should not be able to see Deals of other Stages in a Pipeline
We have created around 6 stages in a pipeline and assign each pipeline to specific user. Problem is once the deal moved from stage 1 to state 2, User Authorize for stage 1 still able to see deal of 2nd stage. Can't we hide deals stage wise, from Use read more
Reply Idea Deals
1 upvote
0 Reply
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