ChrisBabelquest

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Avaliações positivas recebidas
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JacquelineOng on Setembro 02, 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 Leia mais

Responder Idéia Account Settings Deals

24 avaliações positivas

9 Respostas

ChrisBabelquest

Colaborador(a) | Parceiro Elite

Novembro 30, 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 on Novembro 14, 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 Leia mais

Responder Idéia Sales Documents

8 avaliações positivas

0 Respostas

Solucionado

WShallman on Junho 26, 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." Leia mais

Responder Discussão CRM

0 avaliações positivas

3 Respostas

ChrisBabelquest

Colaborador(a) | Parceiro Elite

Junho 28, 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...Leia mais

Solucionado

VIyengar on Maio 31, 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 Leia mais

Responder Discussão Tasks Workflows

2 avaliações positivas

4 Respostas

ChrisBabelquest

Colaborador(a) | Parceiro Elite

Maio 31, 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...Leia mais

Solucionado

VIyengar on Maio 31, 2023

Workflow to check deals w/ overdue or no tasks

Responder Discussão Tasks Workflows

2 avaliações positivas

4 Respostas

ChrisBabelquest

Colaborador(a) | Parceiro Elite

Maio 31, 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...Leia mais

CFarrell8 on Abril 22, 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 Leia mais

Responder Idéia Analytics Tools

2 avaliações positivas

2 Respostas

ChrisBabelquest

Colaborador(a) | Parceiro Elite

Maio 03, 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...Leia mais

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