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RMartinez6
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Member since ‎Mar 22, 2021
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Ricardo Martinez

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khughes on April 03, 2017
In emails you can add fields from Contacts and Companies, but not from Deals yet. Adding deal information is critical to setting up internal notifications.
165 upvotes
67 Replies
Member
August 19, 2021
Even within a Deal workflow with Deal properties, you cannot add the Deal Company to an email. Is there a reason for this?
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
124 upvotes
49 Replies
Member
August 02, 2021
I can create custom fields, but not goals against those fields? Seems odd. I should be able to create a custom goal against any field, or at least ...read more
InviseAgency on November 27, 2018
Hi! It would be awesome to create som sort of quote templates (ie to save terms and conditions, additional pre-text and language settings).
59 upvotes
22 Replies
Member
May 18, 2021
If it has to be on every Quote, there should be a way to automate it.
susanmartin2006 on July 22, 2020
It seems strange that I'm able to create custom properties on Products (like notes, comment, is optional selection, serial number) but they can't be used/pulled into Quotes. I don't think any functionality will change when we sync our product librar read more
114 upvotes
31 Replies
Member
May 13, 2021
Quote Auditing and Details are legally required for SOX complaince. Without the abilty to audit approval times, the flow of quotes, the lifecycle of ...read more
plau on September 12, 2019
At the moment Date-picker type properties are not supported by Playbooks. One use case for updating date properties via Playbooks is if we want to update information like the next meeting date we want to arrange with the contact, their preferred app read more
50 upvotes
24 Replies
Member
March 24, 2021
Playbooks are awesome. Who created them and thought "what a great feature to guide them in updating fields" and then also thought "but they wont want...read more
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