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MBarton
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Member since ‎Jan 13, 2022
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Morgan Barton

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MBarton
Participant
July 06, 2023
Reply to Customize the Billing Frequency options when creating a new product
@rebelrock I've considered something similar! Break out the quantity of time, then stipulate the timeframe you're looking to accomodate. would read...read more
MBarton
Participant
September 21, 2022
Reply to Cloning a Deal
This is a major time-suck for my team. They receive deals that have multiple sites that are all exactly the same. Deal cloning is a vital and core fe...read more
MBarton
Participant
September 14, 2022
Reply to Introduce Yourself!
What's your current role? Sales Operations Specialist What industry do you currently work in? Tech/Sustainability - specifically ...read more
MBarton
Participant
April 28, 2022
Reply to Set Custom Goals
We need this as well. We're a SaaS company and measure based on the number of connectors we have and we cannot do this currently. This combined with ...read more
MBarton
Participant
March 11, 2022
Reply to Feature to take a cloned quote and associate it with a new deal
This would be a game-changer for my team. Every CRM I've ever used has been able to do this except this one.
MBarton
Participant
February 26, 2022
Reply to Customize the Billing Frequency options when creating a new product
@ethankopit not sure if you have looked at this thread recently and I know you've mentioned it isn't on the road map, but it's grown a bit since yo...read more
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