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twinloger
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Member since ‎Oct 25, 2017
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  • Upvotes Given
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  • Upvotes Received
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twinloger on April 12, 2021
Hi, does anyone know if the items (name, quantity, unit price, margin etc) from line items can be used in workflows? We need to use this data in the properties of the deal in the left bar. Summaries such as TCV, ACV, ARR, MRR are not enough for us. read more
Participant
April 26, 2022
Hi, I'm not the OP but I can talk about my own use case - I have two pipelines, and sales and a shipping pipeline. When a deal is closed in my sales ...read more
twinloger on April 12, 2021
Hi, does anyone know if the items (name, quantity, unit price, margin etc) from line items can be used in workflows? We need to use this data in the properties of the deal in the left bar. Summaries such as TCV, ACV, ARR, MRR are not enough for us. read more
Participant
April 26, 2022
Hi, I'm not the OP but I can talk about my own use case - I have two pipelines, and sales and a shipping pipeline. When a deal is closed in my sales ...read more
twinloger on April 12, 2021
Hi, does anyone know if the items (name, quantity, unit price, margin etc) from line items can be used in workflows? We need to use this data in the properties of the deal in the left bar. Summaries such as TCV, ACV, ARR, MRR are not enough for us. read more
Participant
April 26, 2022
Hi, I'm not the OP but I can talk about my own use case - I have two pipelines, and sales and a shipping pipeline. When a deal is closed in my sales ...read more
twinloger on March 23, 2021
Hello. we would like to use the forecast. it does not suit us that he selects deals only according to close date. We make contracts with clients for several years (etc, 2021, 2022, 2023). We divide offers into several years (etc, 2021, 2022, 2023). read more
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twinloger on March 22, 2021
Hello. we would like to use the forecast. it does not suit us that he selects deals only according to close date. We make contracts with clients for several years (etc, 2021, 2022, 2023). We divide offers into several years (etc, 2021, 2022, 2023). read more
Participant
March 23, 2021
thanks for your help
Solved
twinloger on March 22, 2021
Hello. we would like to use the forecast. it does not suit us that he selects deals only according to close date. We make contracts with clients for several years (etc, 2021, 2022, 2023). We divide offers into several years (etc, 2021, 2022, 2023). read more
Participant
March 23, 2021
thanks for your help
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