McBainKD

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Kevin McBain

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McBainKD

Contributor

March 20, 2025

Reply to Creating a customer-facing calculator?

Hey Anton, coming back to this - would you have an example of a JS that would be able to do this?

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McBainKD on March 10, 2025

Creating a customer-facing calculator?

Hey all, I've looked this up on the forums, only to be directed to a page that 404's, but I'm looking to create a customer-facing pricing calculator to help our sales team when speaking with a customer. Ideally it would be a clean solution, read more

Reply Discussion Forms Landing Pages Sales

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McBainKD

Contributor

February 28, 2025

Reply to Have a workflow send a notification if a Pipeline reaches X amount of Deals in a month?

It's more than I'm trying to set up automated notifications if they hit a Goal of "X" referrals sent throughout the month, with checkpoints along the...read more

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McBainKD on February 28, 2025

Have a workflow send a notification if a Pipeline reaches X amount of Deals in a month?

Hey all, I'm not sure if this is possible, and I'm trying to think of a solution to trigger what I'm looking for, but is there a way to automate a trigger that looks at a Deal Pipeline, and if "X" amount of Deals get created in a month, it sends read more

Reply Discussion Sales Workflows

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McBainKD on January 24, 2025

A report to track "time to contact" that takes into account multiple lead sources/factors?

Hey all, sorry for the confusing subject line.. I'm looking to create a report for our sales management that tracks the time it takes our team to respond to inquiries/form submissions but doesn't seem to follow the conventional method that the d read more

Reply Discussion Dashboards Enterprise Reports Sales Workflows

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McBainKD on August 01, 2024

Displaying a Quote section if discounting is greater than zero.

Hey all, I had to create a custom Quote template that doesn't really connect with the modules on the quote builder (related to pricing). I wanted to have a custom module display whenever any unit discounting on a product is greater than zero. read more

Reply Discussion Enterprise HTML Hubl

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