Dalton

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Dalton Horvith

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Dalton

Participant

October 11, 2023

Reply to Ability to lock down existing line item properties

Commenting for visibility. This is absolutely needed and we cannot have these fields open for editing for everyone.

Dalton on October 06, 2023

Bulk Update Line Items (Change of SKU's)

We currently have split one of our SKU's into two different SKU's. Now each deal needs to be updated based on location (North America / EU) There's no easy way to do this and you must go into each deal manually and update the line item. It woul read more

Reply Idea Deals

1 upvote

0 Reply

Dalton

Participant

June 15, 2023

Reply to Split Hardware vs Software in Deals

Hey Dan! Any news on your end? 🙂

Dalton on June 15, 2023

Fix Formatting Issues Bulk Fix

With the new location formatting issues fix (which I love), it is impossible to bulk-update the suggested fixes with an extensive database of customers (350k+). Doing these fixes 50 at a time is not realistic. There needs to be a better way to do th read more

Reply Idea Contacts & Companies

45 upvotes

19 Replies

Solved

Dalton on May 23, 2023

Split Hardware vs Software in Deals

Hey All, I'm looking for some help here. It's virtually impossible to pull a report that allows me to split the deal by the type of line item eg: Hardware and Subscription. Ideally, I want to pull all of the line items from a deal that are read more

Reply Discussion Deals Enterprise Reports Workaround

0 upvote

3 Replies

Dalton

Participant

May 22, 2023

Reply to Forecast by Deal Quantity, Line Items, or Custom Objects

Agreed, this is critical for forecasting or reporting. Having the ability to set a goal based on the line item type ex: Hardware vs/ Software would b...read more

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