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GTooher
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Member since ‎Sep 13, 2021
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  • solutions
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  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Activity

GTooher on May 04, 2023
Auto Format Phone Number
We need our phone numbers to be automatically validated to our country code so it is saved on the customer account without having to manually do this every time. We have the numbers populating to a Google sheet and they never save correctly read more
Reply Idea Contacts & Companies
0 upvote
2 Replies
GTooher
Participant
March 07, 2024
Ya it's so frustrating that it's not already.
GTooher on May 04, 2023
Auto Format Phone Number
We need our phone numbers to be automatically validated to our country code so it is saved on the customer account without having to manually do this every time. We have the numbers populating to a Google sheet and they never save correctly read more
Reply Idea Contacts & Companies
0 upvote
2 Replies
GTooher
Participant
March 07, 2024
Ya it's so frustrating that it's not already.
Solved
Drishtii_ on February 02, 2021
Reporting on sales first response time
Hi! How do you guys pull reports on first response times to new leads assigned to Sales reps? Ideally, I would want to be able to record the time difference between the lead getting assigned to a rep and the first sales activity (call, email, read more
Reply Discussion Reporting Sales Hub
4 upvotes
15 Replies
GTooher
Participant
January 12, 2023
I also also need this!
Solved
jmclaren on February 10, 2021
What do you think of the custom quotes functionality right now?
Hey all, As we work on iterating and improving this functionality we want to make sure we're solving for your needs. We want to hear your feedback. Was there anything you expected to be able to do with custom quote templates that you couldn't read more
Reply Discussion Feedback
3 upvotes
72 Replies
GTooher
Participant
November 12, 2021
When I download a quote the way it saves as a PDF is not professional looking eg. certain sections are split into two. Is there any way to make sure ...read more
jconti on August 05, 2021
Option to Automatically associate a NOTE created under a DEAL or COMPANY with linked CONTACTS
When creating a NOTE under a DEAL, it would be very useful to have that NOTE automatically associated with the CONTACTS associated with the DEAL. Similarly, when creating a NOTE under a COMPANY, it would be very useful to have that NOTE automati read more
Reply Idea Contacts & Companies
42 upvotes
12 Replies
GTooher
Participant
November 09, 2021
Ya, it's all over the place my customer service reps have to check notes under contact, deal and tickets to find all notes related to the account. Su...read more
GTooher on September 13, 2021
Organise Products in Library
At the moment the product library is displayed based on the create date. I'd like to be able to re-order the products. At a minimum, they should default to alpha. My most popular product was created first and now it's all the way back on page 3 of read more
Reply Idea Products and Quotes
0 upvote
0 Reply
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