KKeyser

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Kurt Keyser

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MYuan le Avril 14, 2022

Monthly Projected Sales by Dollars and by Volume

Is there a way to record and track, per deal: - projected monthly sales revenues - projected monthly sales volumes Such that I can run reports that: - roll up monthly sales revenues across all deals (for the next year) - or show projected mo Lire la suite

Répondre Discussion Custom Objects Reports Sales

1 Mention J'aime

7 Réponses

KKeyser

Contributeur

Février 24, 2023

As a services business, this is critically important to our forecasting. We need to be able to see where the 'cliffs' are in coming months. I'm havin...Lire la suite

Kidomu le Mars 09, 2021

Dynamic due date for tasks

Currently, a due date for a task can be set to a specific date or a set number of days from task creation. Suggestion: allow task due date to be set in relation to a date property on an associated record Example use case: use a deal-bas Lire la suite

Répondre Idée Tasks Workflows

80 Mentions J'aime

23 Réponses

KKeyser

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Septembre 09, 2022

I'd also be very grateful to have this added. We would use this for creating tasks that must be done before known date properties on a deal, for inst...Lire la suite

SFox12 le Avril 01, 2022

Filter by Association Label

We really need the ability to filter by association label outside of creating a list. If a company has more than 5 contacts associated, then currently we have to create a list and filter by company and association label to view the contacts with a s Lire la suite

Répondre Idée Contacts & Companies

97 Mentions J'aime

33 Réponses

KKeyser

Contributeur

Août 11, 2022

Absolutely agree - please implement!

SLoo le Mars 16, 2022

Preview for association labels

Hi team, Users should be able to view all the contacts or companies with association labels as in the preview and/or directly in the Contacts overview. At the moment, the only way to distill them is either via a list or report; which takes some st Lire la suite

Répondre Idée Properties

10 Mentions J'aime

6 Réponses

KKeyser

Contributeur

Août 11, 2022

Absolutely necessary functionality. Especially true for working with Partner Channel. At least need to see who is labeled as "Marketing Team" vs. "Sa...Lire la suite

nataliewickham le Décembre 04, 2018

I want to add multiple contacts to a meeting using my meetings link

I'd like a way to add additional emails when using the meetings link for two reasons: 1) when I set the meeting for my contacts, sometimes they ask me to include more than one person at their company. Instead of having the option to add another par Lire la suite

Répondre Idée Meetings

157 Mentions J'aime

43 Réponses

KKeyser

Contributeur

Décembre 08, 2021

Recently started trying to use this with our partners and clients. It's not nearly as easy as Calendly to accomplish the same thing... Please add thi...Lire la suite

TommyB le Octobre 23, 2017

Allow multiple people to book a Meeting during the same time slot

Hi, we would like to offer free product demos on the website and use the meetings tool to allow users to book. However, as a cloud videoconfrencing provider offering virtual meeting rooms (VMRs), we would like to run video meetings to allo Lire la suite

Répondre Idée Meetings

283 Mentions J'aime

95 Réponses

KKeyser

Contributeur

Décembre 03, 2021

I just ran into the shortcoming of not being able to have a client book a meeting with multiple people on their side with multiple sales/pre-sales on...Lire la suite

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