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ESeligman
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Membre depuis ‎sept. 27, 2021
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HeathVE le Février 14, 2020
Feature request: Auto update currency conversion rates
Our company's main currency is $AUD but we also do some business in New Zealand. I have added the NZ currency option, but was surprised that it asked me to manually configure the conversion rate. It would be quite simple to link the conversion rate Lire la suite
Répondre Idée Deals
143 Mentions J'aime
83 Réponses
ESeligman
Membre
Mai 19, 2022
We are interested in this as a feature, but I also cannot access the form. @ybaptiste
rossfruin le Avril 21, 2017
Deal Stage Funnel Should Have the Option to Include Stage Skipping in Reporting.
The Deal Stage Funnel becomes completely unvaluable once you have a deal that skips a stage. If we take a prospect from stage 1 to stage 3 because of a quicker than average sales cycle, and don't drag and drop them into stage 2 along the way, it doe Lire la suite
Répondre Idée Sales Reporting
68 Mentions J'aime
23 Réponses
ESeligman
Membre
Mai 19, 2022
Disappointed to see this idea seems to have stalled. As things stand, the funnel reporting isn't useful for us at all since some of our pipelines inc...Lire la suite
ESeligman le Mai 18, 2022
Different sets of deal properties on cards in board view
It would be great if we could have different properties shown on deal cards in the kanban view depending on the pipeline or maybe the team (similar to different record customization on the properties sidebar). Across our different teams and their re Lire la suite
Répondre Idée Deals
1 Mention J'aime
1 Réponse
timl le Février 06, 2020
Improved currency handling
There are two main issues I can see with the way currencies are handled. Exchange rates should be dynamic – there's no way it should be inputted manually. It doesn't have to update every minute, but daily would be nice. Currencies should Lire la suite
Répondre Idée Contacts & Companies Deals Products & Quotes Sales Reporting
37 Mentions J'aime
21 Réponses
ESeligman
Membre
Mai 06, 2022
The form link is still not working for me either. Would love to speak with y'all about this as well.
lalexander le Novembre 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Lire la suite
Répondre Idée Deals Products & Quotes Workflows
652 Mentions J'aime
180 Réponses
ESeligman
Membre
Mai 06, 2022
Would the currently planned solution only work for deals created by a workflow/during deal creation, or will it be able to be utilized on existing de...Lire la suite
ESeligman le Février 21, 2022
Improve copy property value in workflows across record types
As it stands now, the "Copy property value" workflow action leave's a lot to be desired, since it can only copy from properies of the workflow type. Ideally, we should also be able to have workflows that trigger off one record type to copy property Lire la suite
Répondre Idée Workflows
3 Mentions J'aime
0 Réponse
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