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BLaRosa
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Member since ‎Apr 8, 2021
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Biagio LaRosa

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Contributor
May 08, 2025
We have a range of data (customer fields) that we need to collect against a Deal that reflect our lines (14) and types (4) of business. All in all t...read more
BLaRosa on April 01, 2025
We have an Inbox for Sales Support that receives Tickets from Sales Reps. We need Reps to have completed a range of fields in a Deal before they create a Ticket for Sales Support. Need to block creation of Tickets until there is data in a specifi read more
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Contributor
April 01, 2025
We already have fields that are needed, but Reps being Reps, they often hit submit without all of the information needed. I can't easily automate as...read more
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BLaRosa on April 01, 2025
We have an Inbox for Sales Support that receives Tickets from Sales Reps. We need Reps to have completed a range of fields in a Deal before they create a Ticket for Sales Support. How can I block creation of Tickets until there is data in a specif read more
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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
Contributor
October 14, 2024
This looks workable - I'll give it a try. Thanks!
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