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VSwinkels
Member | Diamond Partner
Member | Diamond Partner
Member since ‎Mar 31, 2021
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Valerie Swinkels

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VSwinkels on December 16, 2021
List of total closed deal amount + deals close date
I would like to be able to filter on the total deal amount per company including close date when creating a list. For example: I would like to create a list of all companies that have a total closed deal amount of more than 10,000 euros in the read more
Reply Idea Lists
2 upvotes
0 Reply
VSwinkels on December 06, 2021
Multiple date ranges within one report
When creating a custom report with the custom report builder I would like to compare several date ranges within one report. For example I would like to see the number of deals including line items for: 01-01-2020 until 31-05-2020 AND 01-01-2021 read more
Reply Idea Dashboards & Reports
2 upvotes
0 Reply
VSwinkels on October 08, 2021
Head of table fixed
Sometimes a table has a lot of data. When you scroll down it would be very convenient if the headings of each row could be fixed.
Reply Idea Sales Reporting
0 upvote
1 Reply
VSwinkels on July 27, 2021
Automatically connect contacts to a deal
At the moment we have contacts connected to a company, and a company connected to a deal. We work on company basis, therefore we only know which invoice belongs to which company. In order to be able to create lists and reports, we need to connect read more
Reply Idea Deals
0 upvote
0 Reply
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