BLaRosa

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jenniferlim en Enero 25, 2019

Prevent certain Sales users from editing Products

Currently, any user who has a Sales Pro seat is able to edit Products regardless of what permissions they have. I'd like to have more granular permissions for this, as I don't want my users mistakenly editing products.

Responder Idea Products & Quotes

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28 Respuestas

BLaRosa

Colaborador

Febrero 18, 2024

@dnelson We have a major need to allow certain reps only to be able to access a subset of products. The business case is that we have items in...Leer más

NDunderdale en Octubre 04, 2023

Custom Goal Upgrades

A few observations on essential updates needed for Custom Goals: With limited functionality within the Goals area to view Custom Goals in a meaningful way, better reporting, using the Custom Report Builder, is essential to give value from using th Leer más

Responder Idea Dashboards & Reports

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3 Respuestas

BLaRosa

Colaborador

Diciembre 11, 2023

We also need to be able to set Goals on custom fields. Our Sales Goals are based on Margin not Revenue so we are unable to use Goals at all.

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BLaRosa en Noviembre 26, 2023

Enhancements needed to Products

Hi Products are close to great but need some enhancements: Products need to have more historic data e.g. the user that last updated it and the last updated date. Yes I can create custom fields but this should be out of the box. Products must be Leer más

Responder Conversación best practices Sales

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BLaRosa

Colaborador

Noviembre 27, 2023

Thanks for the ideas. These are close but not exactly what I'm after. I've followed your advice and upvoted them though.

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BLaRosa en Noviembre 26, 2023

Enhancements needed to Products

Responder Conversación best practices Sales

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2 Respuestas

BLaRosa

Colaborador

Noviembre 27, 2023

Thanks for the ideas. These are close but not exactly what I'm after. I've followed your advice and upvoted them though.

mariomaier en Julio 17, 2020

Field - Property (Direct Link to an other Contact, Company or Ticket)

Hi everybody, We would really love to have a feature to create custom fields with the field property "direct link to an existing contact, company, deal or ticket" and have the ability to create a relationship between to objects through this dir Leer más

Responder Idea CRM Objects (Contacts & Companies & Deals & Tickets)

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8 Respuestas

BLaRosa

Colaborador

Septiembre 18, 2023

I have an additional use case. In Company, I want to be able to identify who the key "Accounts payable contact" is at the organisation and this ...Leer más

MHechler en May 14, 2019

Add Internet Service Providers to Prospects Tools

When we use the Prospects Tool there is a huge number of contacts which seem to be ISPs. It would help if all users could add those ISPs to the Internet Service Provider list or create an own list to filter them out.

Responder Idea Prospects

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BLaRosa

Colaborador

Agosto 15, 2023

Without the ability to add ISPs this feature is essentially useless.

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