BLaRosa

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Biagio LaRosa

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jenniferlim on Janeiro 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 Idéia Products & Quotes

78 avaliações positivas

28 Respostas

BLaRosa

Colaborador(a)

Fevereiro 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...Leia mais

NDunderdale on Outubro 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 Leia mais

Responder Idéia Dashboards & Reports

16 avaliações positivas

3 Respostas

BLaRosa

Colaborador(a)

Dezembro 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.

Solucionado

BLaRosa on Novembro 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 Leia mais

Responder Discussão best practices Sales

0 avaliações positivas

2 Respostas

BLaRosa

Colaborador(a)

Novembro 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.

Solucionado

BLaRosa on Novembro 26, 2023

Enhancements needed to Products

Responder Discussão best practices Sales

0 avaliações positivas

2 Respostas

BLaRosa

Colaborador(a)

Novembro 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 on Julho 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 Leia mais

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

13 avaliações positivas

8 Respostas

BLaRosa

Colaborador(a)

Setembro 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 ...Leia mais

MHechler on Maio 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 Idéia Prospects

13 avaliações positivas

6 Respostas

BLaRosa

Colaborador(a)

Agosto 15, 2023

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

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