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carl-sitback
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Member since ‎Nov 21, 2017
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Carl Brown

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Activity

JFinestone on December 31, 2020
Adding "Other" option for a dropdown select property field (with manual single-line text input)
Why can't we add an option in a property list field called "Other" that allows you to input manual info? For our sales CRM we have many custom dropdown select properties (customer & company information) that we use to build data on usage tre read more
Reply Idea Contacts & Companies
71 upvotes
26 Replies
carl-sitback
Participant
April 19, 2022
This would definitely be useful, even though I understand the complexities and data hygiene issues it may create.
AnnaKellett on April 23, 2020
Deals enrolling in a workflow if created by the same workflow
I've just created a workflow to create renewal deals when a customer signs up to our services. Deal (1) closed as won > workflow creates renewal deal (2) I want the workflow to continue creating deals year on year, but when deal (2) enrol read more
Reply Discussion
1 upvote
14 Replies
carl-sitback
Participant
October 04, 2021
Great walkthrough @Bryantworks - super clear and seems to solve the problem, albeit with another tool.
warrendavey on April 30, 2020
Allow Deals to be triggered off of the same workflow that created them.
Right now if I want to create a deal from a workflow I can. But if I want the new deal to trigger the same workflow I can't. I understand the loop effect but would like it if the parameters are changed or delayed in some way without a conflic read more
Reply Idea Deals Workflows
13 upvotes
7 Replies
carl-sitback
Participant
October 04, 2021
I appear to have hit this same problem. I can't enroll a deal into a workflow that created that deal. I'm doing something similar to the process ou...read more
CoachAaronCCR on July 10, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals
1102 upvotes
164 Replies
carl-sitback
Participant
May 17, 2018
We could really use this functionality too! Our particular problem which this would solve: We have custom lead source fields on a contact record (be...read more
V_Vides on January 11, 2017
Unique Quota for Sales Staff
Our sales staff have a different quota each month. I would like to have an option to enter their quota for each month on a rolling 12 month basis to monitor how they are doing monhtly, quarterly and annually as well as being able to roll-up all sal read more
Reply Idea Sales Reporting
53 upvotes
43 Replies
carl-sitback
Participant
November 20, 2017
We too have seasonal quotas... E.g, come Christmas time here in Oz, everywhere shuts down for 2 weeks or more - there's simply no way our sales team ...read more
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