ChrisBabelquest

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。

投稿者 | Elite Partner

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自己紹介

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Chris Grant

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JacquelineOng 9月 02日, 2022

Set deal stage to 0% deal probability without deal being in "Lost" stage.

Posting on behalf of a customer. This is related to another idea thread which made it possible to set custom deal probability percentages. Currently, when a deal is set to 0% probability, this causes the deal to be considered as a clos 続きを読む

返信アイデア Account Settings Deals

13 いいね！

5 コメント

ChrisBabelquest

投稿者 | Elite Partner

11月 30日, 2023

Replying to give this a bump! It's quite a frustrating piece of functionality and I've battled with it a few times

ChrisBabelquest 11月 14日, 2023

Upload and send unique documents from the contact record with the same tracking

We'd like to be able to add a unique document to a contact record and send it via email. This would be for bespoke documents that were only relevant to a single contact or company. These documents would have the same tracking as standard HubS 続きを読む

返信アイデア Sales Documents

8 いいね！

0 コメント

解決済み

WShallman 6月 26日, 2023

Can You Even Create Opportunities?

Whats up everyone! I was using salesforce for a long time. I am now implementing a few GTM sales structures for the new company I am at... In Saleforce you could create an "Opportunity" and then convert that "Opportunity" into a "Deal." 続きを読む

返信ディスカッション CRM

0 いいね！

3 コメント

ChrisBabelquest

投稿者 | Elite Partner

6月 28日, 2023

Have you considered adding "opportunity" stage/s at the beginning of your sales pipeline? If the first stage is "opportunity" you can add prope...続きを読む

解決済み

VIyengar 5月 31日, 2023

Workflow to check deals w/ overdue or no tasks

Hi, !Newbie alert! I have a lot of legacy and inactive deals in my pipeline and I want to setup a filter, which will show me all deals with: 1) No tasks assigned; 2) Overdue tasks I've tried using workflow following this solution: htt 続きを読む

返信ディスカッション Tasks Workflows

0 いいね！

3 コメント

ChrisBabelquest

投稿者 | Elite Partner

5月 31日, 2023

The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...続きを読む

解決済み

VIyengar 5月 31日, 2023

Workflow to check deals w/ overdue or no tasks

返信ディスカッション Tasks Workflows

0 いいね！

3 コメント

ChrisBabelquest

投稿者 | Elite Partner

5月 31日, 2023

The statuses don't have a cut and dried definition beyond their names and peoples interpretations You could use 'task status is none of complet...続きを読む

CFarrell8 4月 22日, 2022

Ability to Edit Monetary Field for Revenue Goal

The new Beta version of Revenue Goal is great - it's exactly the kind of tracker our team has been looking for and have sought third party solutions for. One feature that would be really helpful to make this tool complete would be the ability to ch 続きを読む

返信アイデア Analytics Tools

1 いいね！

1 コメント

ChrisBabelquest

投稿者 | Elite Partner

5月 03日, 2022

I would love to see this! Allowing the ability to set goals against different revenue fields would make a big difference. Ideally the ability to sele...続きを読む

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