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TJones45
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Member since ‎Jun 7, 2021
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Tara Jones

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TJones45 on August 28, 2024
Renewal Rate report
We need an option to see our renewal rate retention in a dashboard. Something that can show as a percentage. Image attached for clarity. This is something that is very helpful for sales, specifically in License sales.
Reply Idea Dashboards & Reports Sales Reporting
2 upvotes
1 Reply
TJones45
Participant
July 23, 2024
Reply to Set up and edit email signatures for other users
Yes!!! How is this not avalible yet?
TJones45
Participant
July 15, 2024
Reply to Past 12 months rolling sales report
Yes! We need a 12 month rolling option - not Last 365 days - those are not the same
TJones45
Participant
May 09, 2024
Reply to Deal Insights Beta - Improvements needed
agreed - more control needs to be inplace for the insights - I would like to not include certain stages
TJones45
Participant
February 27, 2024
Reply to Task Queue greyed out in contact and deal profile
This has been resolved - task was made by a sequence
Solved
TJones45 on February 26, 2024
Task Queue greyed out in contact and deal profile
After making a task and then going to the contact or deal profile, I cannot add a Queue, the option is greyed out Currently, Queues can only be added during initial task creations. All edits to a task should be able to be made in the contact/deal read more
Reply Discussion CRM Tasks
0 upvote
2 Replies
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