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PZickert
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Mitglied seit ‎Feb 17, 2022
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Paul Zickert

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PZickert on Mai 16, 2022
I've created a new area to choose Closed Won Reasons from a multi-select drop down, but I'm wondering how do I then link this up to the sales process when a rep goes to change the stage to Closed Won. Essentially this question and options should pu Beitrag ansehen
0 Likes
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Teilnehmer/-in
Mai 17, 2022
That was fantastic, thank you very much!
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PZickert on Mai 16, 2022
I've created a new area to choose Closed Won Reasons from a multi-select drop down, but I'm wondering how do I then link this up to the sales process when a rep goes to change the stage to Closed Won. Essentially this question and options should pu Beitrag ansehen
0 Likes
3 Antworten
Teilnehmer/-in
Mai 17, 2022
That was fantastic, thank you very much!
Gelöst
PZickert on April 14, 2022
Looking to see if anyone has created a way for sales engineer's to log when they have completed a demo, for which product, how long and who was on the call. Seems as though this may be a combination of Logging a Meeting, notes and other things but Beitrag ansehen
Teilnehmer/-in
April 28, 2022
This is great. What if they demo multiple products? Is there a way for them to choose multiple options here so they capture how many and what produ...Beitrag ansehen
Gelöst
PZickert on April 14, 2022
Looking to see if anyone has created a way for sales engineer's to log when they have completed a demo, for which product, how long and who was on the call. Seems as though this may be a combination of Logging a Meeting, notes and other things but Beitrag ansehen
Teilnehmer/-in
April 28, 2022
This is great. What if they demo multiple products? Is there a way for them to choose multiple options here so they capture how many and what produ...Beitrag ansehen
Gelöst
PZickert on Februar 17, 2022
Does anyone have any good recommendations for security settings for sales people? In know how to do and change the settings, I am more or less looking for recommendations on what they should and shold not be able to edit, delete, change. etc.
0 Likes
3 Antworten
Teilnehmer/-in
März 07, 2022
Thannk you both very much, this helps! One other question, where it has Marketing contacts access Let users set marketing contacts and create ...Beitrag ansehen
Gelöst
PZickert on Februar 17, 2022
Does anyone have any good recommendations for security settings for sales people? In know how to do and change the settings, I am more or less looking for recommendations on what they should and shold not be able to edit, delete, change. etc.
0 Likes
3 Antworten
Teilnehmer/-in
März 07, 2022
Thannk you both very much, this helps! One other question, where it has Marketing contacts access Let users set marketing contacts and create ...Beitrag ansehen
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