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JEpstein1
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Member since ‎Jul 29, 2021
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  • Upvotes Given
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Joshua Epstein

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Activity

himanigupta on January 20, 2021
Would you please launch forecast amount in local currency identical to projected deal stage amount
48 upvotes
14 Replies
Participant
October 13, 2022
We operate in several global regions and our teams have goals in different currencies. As stated above, it's not really possible to use the forecasti...read more
sgerrits on January 08, 2021
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more
291 upvotes
79 Replies
Participant
April 14, 2022
+1 The use case I have in mind is for a workflow to trigger after a sales meeting to assign a task to the salesperson to attach their notes/qualifi...read more
adimare on September 29, 2021
Please note: as of April 18, 2022, this update is live to all accounts. The text of this post will not be updated moving forward. For up to date information about the rollout and what's included, refer to this post . For detailed produ read more
23 upvotes
81 Replies
Participant
December 01, 2021
@adimare @jeffvincent Thanks for your work on this! Quick question for you. I see how we are able to create lists for contacts and companies base...read more
SteveJenns on March 06, 2017
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
1041 upvotes
312 Replies
Participant
September 15, 2021
I'd love this functionality on the deal level. The use case we have in mind is around deal source. Ideally, I would like to do two different fields f...read more
jmacandrews on February 17, 2021
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w read more
57 upvotes
22 Replies
Participant
August 11, 2021
+++++1. Our company runs on a Feb-Jan FY. Every quarter I have to go in and update date ranges, one report at a time (we have a lot). Any update on t...read more
yatishm on November 04, 2019
Hi there I looked around for this and am sure it must be posted somewhere but Im posting here so that I could get a response on the status of this as a feature or if you aware this is quite a useful feature to have. If we can work around this, p read more
62 upvotes
17 Replies
Participant
July 29, 2021
+1 We have operators in Australia and the US so having default currencies for specific teams would be very helpful
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