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michaelhayes
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Member since ‎Nov 22, 2017
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michaelhayes on April 17, 2023
Capturing dynamic deal amounts in forecasting
Hi, for our business Deals represent investments in our products. What this means is that a deal amount may be $100k when fully realised, but from the deal close date it may take 6-12 months to reach that point if the client chooses to put in $10k p read more
Reply Discussion Sales
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michaelhayes
Participant
September 08, 2022
Reply to Reporting on historical deal amounts
Thanks Karsten, it looks like the historical data export will help streamline the process
michaelhayes
Participant
September 08, 2022
Reply to Reporting on historical deal amounts
Thanks Karsten, it looks like the historical data export will help streamline the process
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michaelhayes on September 07, 2022
Reporting on historical deal amounts
Hi All, We're looking for a way to capture the historical value of deals in a report. For us, 'deals' represent investments in our product, so we adjust the deal amount based on whether a client makes an additional investment or a redemption. read more
Reply Discussion Deals Professional Reports
2 upvotes
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michaelhayes
Participant
January 15, 2018
Reply to Sales Pro Calling - configurable caller phone number
@hroberts to expand on this suggestion, it would be great to be able to have the default number for each user to appear on the recipients caller ID...read more
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