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LI
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Membro desde ‎dez 7, 2017
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Danielle Wuchenich

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kthng on Fevereiro 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 Leia mais
Responder Idéia Lists
57 avaliações positivas
22 Respostas
LI
Participante
Outubro 05, 2023
+1 here!
jeszhang on Dezembro 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 Leia mais
Responder Idéia Deals
19 avaliações positivas
6 Respostas
LI
Participante
Outubro 05, 2023
Yes!!
Aaron-WC on Julho 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 Leia mais
Responder Idéia Products and Quotes
14 avaliações positivas
5 Respostas
LI
Participante
Agosto 25, 2021
Avalara integration would be ideal as that's what we're using with finance
charingkam on Novembro 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 Leia mais
Responder Idéia Dashboards & Reports
351 avaliações positivas
111 Respostas
LI
Participante
Julho 30, 2021
SAMEEEEEE
bcook on Setembro 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 Leia mais
Responder Idéia Products & Quotes
225 avaliações positivas
84 Respostas
LI
Participante
Julho 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 ...Leia mais
Rangrachel on Junho 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 Leia mais
Responder Idéia Products and Quotes
133 avaliações positivas
64 Respostas
LI
Participante
Junho 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...Leia mais
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