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DTorrance
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Member since ‎Apr 27, 2021
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Don Torrance

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DTorrance on February 17, 2022
To calculate Win Rate, we need to see each deal that has been qualified and moved through mid-stage and late-stage funnel before moving to Closed Lost. In your current reporting, we have to create multiple Funnel Reports to see, for example, all read more
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GLR on December 13, 2017
Hello, I am just starting with D eals and I have an issue regarding the mandatory properties to create a deal. When Creating a D eal , I want my team to put the Company and the contact associated with the deal. Both informati read more
432 upvotes
173 Replies
Participant
May 19, 2022 18:57
I would REALLY love it if this could be implemented and SOON! This has been a real problem for us. No amount of sales training seems to make it stick...read more
CRiley on March 29, 2021
Would like to see the ability to restrict users from viewing properties, in a similar way that you can restrict the edit access of properties to specific users and teams. This would give more flexibility to custom fields, and hide team specific read more
Contributor
April 05, 2022 10:11
Am i able to do this for notes? i would like share info on the client but the notes sometimes need to be confidential. We have team-owned so all can ...read more
ABrass on April 20, 2021
It is really needed for you to add rolling date ranges to Custom Builder and Cross Object dashboard creation. Otherwise, this is not acceptable as a sales/CRM tool to observe patterns and trends. Please add this feature, as soon as possible.
80 upvotes
32 Replies
Member
May 18, 2022 13:22
Yassss! I want this 🙂
ABrass on April 20, 2021
It is really needed for you to add rolling date ranges to Custom Builder and Cross Object dashboard creation. Otherwise, this is not acceptable as a sales/CRM tool to observe patterns and trends. Please add this feature, as soon as possible.
80 upvotes
32 Replies
Member
May 18, 2022 13:22
Yassss! I want this 🙂
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