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CSander
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Member since ‎Jun 11, 2021
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CJ Sander

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VagaeNatus on September 02, 2018
We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the read more
223 upvotes
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Member
February 11, 2022
Should definitely be implemented. Part of our sales process is to to get a credit application which is a key activity we would like to track.
FinallyMatt on July 02, 2020
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom read more
Member
October 11, 2021
It's tough. Leadership pays attention to deals at 80% or higher and at that point a rep has generally created a quote. The plan is to have the rep cha...read more
FinallyMatt on July 02, 2020
When negotiating a deal, dropping a custom discount on-the-fly can often be what ultimately tips a lead to a customer. In turn, that discount changes the value of a deal...or at least, it should! The trouble is, right now it doesn't. Custom read more
Member
October 11, 2021
It's tough. Leadership pays attention to deals at 80% or higher and at that point a rep has generally created a quote. The plan is to have the rep cha...read more
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