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TCoppen
Membre | Partenaire solutions
Membre | Partenaire solutions
Membre depuis ‎mars 25, 2021
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Thomas Coppen

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jrwthetreegroup le Novembre 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress Lire la suite
Répondre Idée Deals Sales Reporting
274 Mentions J'aime
98 Réponses
TCoppen
Membre | Partenaire solutions
Mars 09, 2022
Few other feeds on this asking for the same thing. This has the most votes, please address hubspot. We have been waiting on this for 2 years now. At ...Lire la suite
TCoppen le Mai 24, 2021
Recurring revenue amount in multiple currencies
Currently recurring revenue amounts are only available in the account default currency. We need it optional for mutliple curencies just like the deal amount
Répondre Idée Deals
4 Mentions J'aime
1 Réponse
TCoppen le Mai 21, 2021
Allow Variable Monthly Goals on Reports
Currently report monthly goals are fixed to set monthly increases (see screenshot). Ideally, we want to set goals for each month that varies due to seasonality. We cant use the revenue goal section for this either as that links to a single Lire la suite
Répondre Idée Dashboards & Reports
44 Mentions J'aime
13 Réponses
TCoppen le Mai 13, 2021
Allow the selection of all/multiple pipelines when setting revenue goals
Allow the selection of all/multiple pipelines when setting revenue goals. You are forced to enter one pipeline here
Répondre Idée Sales Reporting
0 Mention J'aime
0 Réponse
andrewdavis_SF le Juin 24, 2020
Delay until Date & Time Workflow Action
I'd like a way to delay contacts from throwing through to a certain step of a workflow until a specific date. This came about when we have a micro-nurture running to a specific set of our audience. We are launching a flash deal to our contacts Lire la suite
Répondre Idée Workflows
137 Mentions J'aime
70 Réponses
TCoppen
Membre | Partenaire solutions
Avril 13, 2021
@mprofile its not the enrolment date that we need its delaying steps within the workflow untill a particular date. At present we run a number of we...Lire la suite
andrewdavis_SF le Juin 24, 2020
Delay until Date & Time Workflow Action
I'd like a way to delay contacts from throwing through to a certain step of a workflow until a specific date. This came about when we have a micro-nurture running to a specific set of our audience. We are launching a flash deal to our contacts Lire la suite
Répondre Idée Workflows
137 Mentions J'aime
70 Réponses
TCoppen
Membre | Partenaire solutions
Avril 13, 2021
@mprofile its not the enrolment date that we need its delaying steps within the workflow untill a particular date. At present we run a number of we...Lire la suite
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