KKeyser

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Kurt Keyser

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MYuan on Abril 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 Leia mais

Responder Discussão Custom Objects Reports Sales

1 avaliações positivas

7 Respostas

KKeyser

Colaborador(a)

Fevereiro 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...Leia mais

Kidomu on Março 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 Leia mais

Responder Idéia Tasks Workflows

81 avaliações positivas

23 Respostas

KKeyser

Colaborador(a)

Setembro 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...Leia mais

SFox12 on Abril 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 Leia mais

Responder Idéia Contacts & Companies

98 avaliações positivas

34 Respostas

KKeyser

Colaborador(a)

Agosto 11, 2022

Absolutely agree - please implement!

SLoo on Março 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 Leia mais

Responder Idéia Properties

10 avaliações positivas

6 Respostas

KKeyser

Colaborador(a)

Agosto 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...Leia mais

nataliewickham on Dezembro 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 Leia mais

Responder Idéia Meetings

157 avaliações positivas

43 Respostas

KKeyser

Colaborador(a)

Dezembro 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...Leia mais

TommyB on Outubro 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 Leia mais

Responder Idéia Meetings

283 avaliações positivas

95 Respostas

KKeyser

Colaborador(a)

Dezembro 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...Leia mais

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