twinloger

twinloger on Abril 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. Leia mais

Responder Discussão CRM Deals How-To Sales Workflows

40 avaliações positivas

17 Respostas

twinloger

Participante

Agosto 23, 2021

Hi, I didn't have any functional solution.

twinloger on Abril 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. Leia mais

Responder Discussão CRM Deals How-To Sales Workflows

40 avaliações positivas

17 Respostas

twinloger

Participante

Agosto 23, 2021

Hi, I didn't have any functional solution.

twinloger on Abril 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. Leia mais

Responder Discussão CRM Deals How-To Sales Workflows

40 avaliações positivas

17 Respostas

twinloger

Participante

Agosto 23, 2021

Hi, I didn't have any functional solution.

twinloger on Março 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). Leia mais

Responder Idéia Sales Reporting

11 avaliações positivas

2 Respostas

Solucionado

twinloger on Março 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). Leia mais

Responder Discussão CRM Dashboards Enterprise Reports Sales Settings

4 avaliações positivas

4 Respostas

twinloger

Participante

Março 23, 2021

thanks for your help

Solucionado

twinloger on Março 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). Leia mais

Responder Discussão CRM Dashboards Enterprise Reports Sales Settings

4 avaliações positivas

4 Respostas

twinloger

Participante

Março 23, 2021

thanks for your help