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LI
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Membre depuis ‎déc. 7, 2017
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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Danielle Wuchenich

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kthng le Février 02, 2021
Add more than 100 contact/company records to a static list
The current 'Add to static list' option only allows for a maximum of 100 records to be added at one time. It will be great if this limit can be increased / or users are able to select as many records as they want to be added to a static list at any Lire la suite
Répondre Idée Lists
57 Mentions J'aime
22 Réponses
LI
Participant
Octobre 05, 2023
+1 here!
jeszhang le Décembre 17, 2021
Create "All Closed Lost" filter for Deals
Hi community and product team! 👋🏼 Use case - To view all deals in "Closed won" or "Closed deal" stages, Currently, we can see that there is an available option for " All closed won " when filtering for Deals, as shown here: It would b Lire la suite
Répondre Idée Deals
19 Mentions J'aime
5 Réponses
LI
Participant
Octobre 05, 2023
Yes!!
Aaron-WC le Juillet 01, 2020
Tax Jar Integration with Quotes
Hi, I have an idea to save sales teams a lot of time, and make finance teams really happy. I recently discovered Tax Jar, which allows finance teams to create tax settings that sync to your organizations order management softwares, and can be calle Lire la suite
Répondre Idée Products and Quotes
14 Mentions J'aime
5 Réponses
LI
Participant
Août 25, 2021
Avalara integration would be ideal as that's what we're using with finance
charingkam le Novembre 08, 2018
Dashboard cannot use date filter when using cross-reporting across contacts and companies
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect Lire la suite
Répondre Idée Dashboards & Reports
351 Mentions J'aime
111 Réponses
LI
Participant
Juillet 30, 2021
SAMEEEEEE
bcook le Septembre 26, 2018
Ability to create product groups/bundles/kits
It would be great if there was a way to create a Product Group that consists of multiple other products. So if you have a group of products that typically is sold together but could also be separate, the group would add in all of products in at once Lire la suite
Répondre Idée Products & Quotes
224 Mentions J'aime
84 Réponses
LI
Participant
Juillet 02, 2021
Following onto that - I'd this specifically in the reporting functionality - so you can report on the performance of individual products OR products ...Lire la suite
Rangrachel le Juin 03, 2021
Associate existing quote to a different deal
Once a quote has been created, its deal association can no longer changed. For example, if I were to create Quote A, it was originally associated with Deal B. However, we only realized that it was associating to the wrong deal after the quote has be Lire la suite
Répondre Idée Products and Quotes
132 Mentions J'aime
64 Réponses
LI
Participant
Juin 10, 2021
We've encountered multiple times the need to move a published quotation to a new deal for one reason or another. Would be great if you could associat...Lire la suite
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