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BBranstetter
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Member since ‎Jun 28, 2022
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Brett Branstetter

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BBranstetter
Participant
February 23, 2024
Reply to How do you (should we) use "term" in line items?
If our initial term is six months, and then month to month after, would I put the term at six months or zero? Realistically, the term can continue pa...read more
BBranstetter
Participant
December 27, 2022
Reply to Change default filters in contact/company view
I would love this!
BBranstetter
Participant
December 13, 2022
Reply to Seeing Previous & Current Active Companies
we do have deal statuses to indicate if a deal or a company is active or inactive.
BBranstetter
Participant
December 12, 2022
Reply to Seeing Previous & Current Active Companies
Active companies currently are paying customers, inactive companies have canceled our services.
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BBranstetter on December 12, 2022
Seeing Previous & Current Active Companies
I was hoping to have a line or bar graph showing active deals over time. In theory, the graph should show deals that may currently be inactive (or former) as well as currently active companies to show the overall total growth of our company. Curren read more
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BBranstetter
Participant
November 01, 2022
Reply to Monthly Closed Won vs Closed Lost
This works great, thanks so much!
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