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twinloger
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Member since ‎Oct 25, 2017
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twinloger on April 12, 2021
line items - use in workflows
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
Reply Discussion CRM Deals How-To Sales Workflows
40 upvotes
17 Replies
twinloger
Participant
August 23, 2021
Hi, I didn't have any functional solution.
twinloger on April 12, 2021
line items - use in workflows
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
Reply Discussion CRM Deals How-To Sales Workflows
40 upvotes
17 Replies
twinloger
Participant
August 23, 2021
Hi, I didn't have any functional solution.
twinloger on April 12, 2021
line items - use in workflows
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
Reply Discussion CRM Deals How-To Sales Workflows
40 upvotes
17 Replies
twinloger
Participant
August 23, 2021
Hi, I didn't have any functional solution.
twinloger on March 23, 2021
forecast - how to select a filter other than close date
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
Reply Idea Sales Reporting
11 upvotes
2 Replies
Solved
twinloger on March 23, 2021
forecast - how to select a filter other than close date
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
Reply Discussion CRM Dashboards Enterprise Reports Sales Settings
4 upvotes
4 Replies
twinloger
Participant
March 23, 2021
thanks for your help
Solved
twinloger on March 23, 2021
forecast - how to select a filter other than close date
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
Reply Discussion CRM Dashboards Enterprise Reports Sales Settings
4 upvotes
4 Replies
twinloger
Participant
March 23, 2021
thanks for your help
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