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danielrose
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Member since ‎Oct 12, 2017
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  • Upvotes Given
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virginiam on November 09, 2017
Better reporting for Products
I am very happy that the new "Products" feature was added under deals. I think this gives the opportunity to create very good reports on sales by products. However, I would like the opportunity to create custom reports using the products. I wo read more
Reply Idea Products & Quotes Sales Reporting
146 upvotes
46 Replies
danielrose
Participant
June 11, 2018
Upvote x1000 for this idea. From my POV (sales leader, owner, strategist) being able to enter products over time is not that helpful unless I can ru...read more
Solved
dougt425 on November 01, 2017
Spread revenue for a deal over multiple months
Hi, I've been trying to find an answer to what I'm looking to accomplish. I've found similar but not the same scenarios. So here it is: - We are a professional services company - When we create a deal and deal value - let's say $50,000 - When read more
Reply Discussion
7 upvotes
11 Replies
danielrose
Participant
November 14, 2017
Agreed....multiple deals over many months isn't really an option that I'm willing to consider.
Solved
dougt425 on November 01, 2017
Spread revenue for a deal over multiple months
Hi, I've been trying to find an answer to what I'm looking to accomplish. I've found similar but not the same scenarios. So here it is: - We are a professional services company - When we create a deal and deal value - let's say $50,000 - When read more
Reply Discussion
7 upvotes
11 Replies
danielrose
Participant
November 14, 2017
Agreed....multiple deals over many months isn't really an option that I'm willing to consider.
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