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BLaRosa
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Member since ‎Apr 8, 2021
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Biagio LaRosa

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BLaRosa
Contributor
May 08, 2025
Reply to How to make it easier and smoother to edit each of items in deal record.
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
Limit Ticket creation based on Deal stage
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
Reply Idea Tickets
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0 Reply
BLaRosa
Contributor
April 01, 2025
Reply to How do I limit Ticket creation from a Deal until the Deal is at a particular stage
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
How do I limit Ticket creation from a Deal until the Deal is at a particular stage
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
Reply Discussion Deals Tickets
0 upvote
3 Replies
BLaRosa
Contributor
November 05, 2024
Reply to Quoting Features
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
BLaRosa
Contributor
October 14, 2024
Reply to Limit deal stage based on Amount
This looks workable - I'll give it a try. Thanks!
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