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BLaRosa
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Member since ‎Apr 8, 2021
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  • solutions
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    11
  • Upvotes Given
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  • Upvotes Received
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Biagio LaRosa

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ESigns on July 25, 2024
Quoting Features
I was wondering if there was a way to set parameters around specific products. If you pick product A, you must also pick product options 1, 2, or 3 and then once you pick product A, optional product 1, then you must pick another optional product read more
Reply Discussion SNA
0 upvote
3 Replies
BLaRosa
Contributor
November 05, 2024
Can I add some extra ideas here. I'd like some rules like: A rep cannot send a quote with zero items A rep cannot send a quote with negative marg...read more
Solved
BLaRosa on October 09, 2024
Limit deal stage based on Amount
Hi We have a custom field called Margin as our reps are paid on Margin not evenue. Amount is calculated using a workflow based on the Margin and product type. If Margin is $0 the Amount is also $0. Essentially I want to marke my Margin field man read more
Reply Discussion Best Practices CRM
0 upvote
3 Replies
BLaRosa
Contributor
October 14, 2024
This looks workable - I'll give it a try. Thanks!
Solved
BLaRosa on October 09, 2024
Limit deal stage based on Amount
Hi We have a custom field called Margin as our reps are paid on Margin not evenue. Amount is calculated using a workflow based on the Margin and product type. If Margin is $0 the Amount is also $0. Essentially I want to marke my Margin field man read more
Reply Discussion Best Practices CRM
0 upvote
3 Replies
BLaRosa
Contributor
October 14, 2024
This looks workable - I'll give it a try. Thanks!
BLaRosa on August 08, 2024
Make comments mandatory when creating a Quote
I need Comments in quotes to be mandatory so that when Reps create a quote, they are forced to add comments.
Reply Idea Products and Quotes
1 upvote
0 Reply
Stefb on February 08, 2023
Deal list
I think it would be useful to have the possibility to create deal lists, as for contacts and companies. In this way these lists could be exported and used in deal-based workflows.
Reply Idea Lists
68 upvotes
12 Replies
BLaRosa
Contributor
August 06, 2024
@AndresBustos Thanks for bringing Deal lists to life. What we need now is to see inside a Deal, what lists the Deal is associated with. Ideal...read more
Solved
BLaRosa on June 04, 2024
AI chatbot reporting
I'd like to understand how our AI chatbot is functioning. How often does it get used, a measure of quality of response etc. I cannt find this in reporting but I may not be looking in the right place. Any ideas how I would go about this?
Reply Discussion Chat Reports
1 upvote
2 Replies
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