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PZickert
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Membre depuis ‎févr. 17, 2022
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  • Solutions
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  • Réponses
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Paul Zickert

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Résolues
PZickert le Mai 16, 2022
Adding new Closed Won reasons
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 Lire la suite
Répondre Discussion Deals
0 Mention J'aime
3 Réponses
PZickert
Participant
Mai 17, 2022
That was fantastic, thank you very much!
Résolues
PZickert le Mai 16, 2022
Adding new Closed Won reasons
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 Lire la suite
Répondre Discussion Deals
0 Mention J'aime
3 Réponses
PZickert
Participant
Mai 17, 2022
That was fantastic, thank you very much!
Résolues
PZickert le Avril 14, 2022
Logging Sales Engineer Hours, Meetings, Demo's, etc
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 Lire la suite
Répondre Discussion Enterprise Meetings Sales
0 Mention J'aime
3 Réponses
PZickert
Participant
Avril 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...Lire la suite
Résolues
PZickert le Avril 14, 2022
Logging Sales Engineer Hours, Meetings, Demo's, etc
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 Lire la suite
Répondre Discussion Enterprise Meetings Sales
0 Mention J'aime
3 Réponses
PZickert
Participant
Avril 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...Lire la suite
Résolues
PZickert le Février 17, 2022
Security Settings for Sales team
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.
Répondre Discussion Settings
0 Mention J'aime
3 Réponses
PZickert
Participant
Mars 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 ...Lire la suite
Résolues
PZickert le Février 17, 2022
Security Settings for Sales team
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.
Répondre Discussion Settings
0 Mention J'aime
3 Réponses
PZickert
Participant
Mars 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 ...Lire la suite
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