KKeyser

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

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Kurt Keyser

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MYuan 4月 14日, 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 続きを読む

返信ディスカッション Custom Objects Reports Sales

1 いいね！

7 コメント

KKeyser

投稿者

2月 24日, 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...続きを読む

Kidomu 3月 09日, 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 続きを読む

返信アイデア Tasks Workflows

81 いいね！

23 コメント

KKeyser

投稿者

9月 09日, 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...続きを読む

SFox12 4月 01日, 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 続きを読む

返信アイデア Contacts & Companies

98 いいね！

34 コメント

KKeyser

投稿者

8月 11日, 2022

Absolutely agree - please implement!

SLoo 3月 16日, 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 続きを読む

返信アイデア Properties

10 いいね！

6 コメント

KKeyser

投稿者

8月 11日, 2022

Absolutely necessary functionality. Especially true for working with Partner Channel. At least need to see who is labeled as "Marketing Team" vs. "Sa...続きを読む

nataliewickham 12月 04日, 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 続きを読む

返信アイデア Meetings

157 いいね！

43 コメント

KKeyser

投稿者

12月 08日, 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...続きを読む

TommyB 10月 23日, 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 続きを読む

返信アイデア Meetings

283 いいね！

95 コメント

KKeyser

投稿者

12月 03日, 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...続きを読む

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