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BeckaD
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Member since ‎Jan 13, 2022
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Becka Dente

RevOps Consultant. Apple addict since the early 80s. All-around technology geek. ☁

Activity

BLinn on March 23, 2023
Upfront Payments for Recurring Revenue
Our company recently encountered problems creating line items to reflect TCV, ACV, MRR, and billing accurately. Our client is signing a 3-year contract and wants to pay upfront. We want this to reflect in the revenue booking for dashboard rev read more
Reply Idea Deals
5 upvotes
11 Replies
BeckaD
Participant
April 23, 2024
@JVleminckx -- It actually does populate into reporting correctly, but again, I think that's a feature of Sales Hub Enterprise. The math isn...read more
BLinn on March 23, 2023
Upfront Payments for Recurring Revenue
Our company recently encountered problems creating line items to reflect TCV, ACV, MRR, and billing accurately. Our client is signing a 3-year contract and wants to pay upfront. We want this to reflect in the revenue booking for dashboard rev read more
Reply Idea Deals
5 upvotes
11 Replies
BeckaD
Participant
April 23, 2024
@JVleminckx -- It actually does populate into reporting correctly, but again, I think that's a feature of Sales Hub Enterprise. The math isn...read more
BLinn on March 23, 2023
Upfront Payments for Recurring Revenue
Our company recently encountered problems creating line items to reflect TCV, ACV, MRR, and billing accurately. Our client is signing a 3-year contract and wants to pay upfront. We want this to reflect in the revenue booking for dashboard rev read more
Reply Idea Deals
5 upvotes
11 Replies
BeckaD
Participant
April 23, 2024
@JVleminckx -- It actually does populate into reporting correctly, but again, I think that's a feature of Sales Hub Enterprise. The math isn...read more
BeckaD on April 18, 2024
Shared documents in Portal
I was wondering if it is possible to use the Service Hub portal to securely share documents with customers (think things like contracts and other legal documents that are unique to each customer). It seems like a portal is primarily for tickets, but read more
Reply Discussion Documents
0 upvote
1 Reply
BLinn on March 23, 2023
Upfront Payments for Recurring Revenue
Our company recently encountered problems creating line items to reflect TCV, ACV, MRR, and billing accurately. Our client is signing a 3-year contract and wants to pay upfront. We want this to reflect in the revenue booking for dashboard rev read more
Reply Idea Deals
5 upvotes
11 Replies
BeckaD
Participant
April 23, 2024
@JVleminckx -- It actually does populate into reporting correctly, but again, I think that's a feature of Sales Hub Enterprise. The math isn...read more
serlim on January 25, 2022
Enroll contacts with deactivated owner via workflows
Hey team! It would be great if customers were able to create a contacts-based workflow with enrollment trigger for Contact Owner is deactivated and then proceed to reassign these contacts to active users. As there is no property per se to cap read more
Reply Idea Contacts & Companies Workflows
8 upvotes
2 Replies
BeckaD
Participant
April 01, 2024
Would love this!!
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