プロフィール

PZickert
参加者
コミュニティー参加日: ‎2 17, 2022
  • ベストアンサー数
    1
  • 件の返信
    4
  • いいね!した数
    2
  • いいね!獲得数
    1
  • ご意見・ご提案
    0

自己紹介

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つながり

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Paul Zickert

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

解決済み
PZickert 5月 16日, 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 続きを読む
0 いいね!
3 コメント
参加者
5月 17日, 2022
That was fantastic, thank you very much!
解決済み
PZickert 5月 16日, 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 続きを読む
0 いいね!
3 コメント
参加者
5月 17日, 2022
That was fantastic, thank you very much!
解決済み
PZickert 4月 14日, 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 続きを読む
参加者
4月 28日, 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...続きを読む
解決済み
PZickert 4月 14日, 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 続きを読む
参加者
4月 28日, 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...続きを読む
解決済み
PZickert 2月 17日, 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 いいね!
3 コメント
参加者
3月 07日, 2022
Thannk you both very much, this helps! One other question, where it has Marketing contacts access Let users set marketing contacts and create ...続きを読む
解決済み
PZickert 2月 17日, 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 いいね!
3 コメント
参加者
3月 07日, 2022
Thannk you both very much, this helps! One other question, where it has Marketing contacts access Let users set marketing contacts and create ...続きを読む
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