プロフィール

JGolden
参加者
コミュニティー参加日: ‎8 5, 2021
  • ベストアンサー数
    0
  • 件の返信
    1
  • いいね!した数
    7
  • いいね!獲得数
    18
  • ご意見・ご提案
    0

自己紹介

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James Golden

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

spatrizi 5月 26日, 2020
It would be super-helpful if we could edit properties in the list views of Contacts, Companies and Target Accounts, instead of having to open the record, find the property, and then edit it. The preview pane is helpful, but I often have property 続きを読む
82 いいね!
50 コメント
参加者
9月 06日, 2022
Cannot undestate the value of this one enough. Major flaw that has me working through other tools when organizing/processing my work. So much lost ti...続きを読む
izamaripa 7月 24日, 2020
Hello, I was wondering if we could have a feature to restore a "deleted report". I know this feature exists for deleted contacts, companies, and deals so I think this would be beneficial so I don't have to limit report permissions. Thanks! 続きを読む
55 いいね!
19 コメント
参加者
7月 13日, 2022
Walked into this scenario just this morning. We have a portfolio level call many times a week that spans our entire organization; this morning ju...続きを読む
解決済み
OliviaB 11月 30日, 2020
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property 続きを読む
58 いいね!
82 コメント
参加者
5月 11日, 2022
I am still blown away by the lack of a basic, referenceable global property with Today's date. I've sank hours over days testing & troubleshootin...続きを読む
SCreurer 4月 23日, 2021
In Sales Hub currently one can only set up goals and forecast on one pipeline As I monitor individual performance from my account exec, I would like to be able to combine several pipelines into forecasting and goals; so that my report and I can ha 続きを読む
37 いいね!
18 コメント
参加者
1月 13日, 2022
Exact same as atl_stangs - we take in revenue from multiple pipelines but don't split the goals. This needs an "Any/All pipelines" option.
mfoldager 4月 07日, 2020
When a company is moved to a certain deal stage, we want to require our users to fill out certain properties on a contact/company level. The only way we can do so now is to create a copy of the property on a deal level and then passing the data 続きを読む
20 いいね!
5 コメント
参加者
12月 16日, 2021
This is an enormous add. In early stages, we need Buyer Roles identified before we move into Proposal Writing. We lose a lot of internal time wit...続きを読む
yayo200686 1月 16日, 2018
Currently, date picker field can pick any date (on the date of visitor visit to website, past date, and future date). It would be great if we can have an option to limit or customize the date range. My use case is when I create a landing page 続きを読む
96 いいね!
24 コメント
参加者
12月 10日, 2021
Seeing this has been asked about several times for a few years now over a few threads... setting simple in-system date restrictions (cannot select a ...続きを読む
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