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ZEizenberg
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Member since ‎Jul 15, 2022
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  • Upvotes Received
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Zvi Eizenberg

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ZEizenberg on August 21, 2024
Forecasting for channel partners
We are looking for a solution for the following need: we have several channel partners that generate leads and close deals (resellers). We would like to be able to forecast and track goal attainment for our partners as a whole and each seprately. read more
Reply Discussion Enterprise
0 upvote
2 Replies
ZEizenberg
Participant
August 22, 2024
Hi, 1. It is a one partner= one user scenario as partners will not have access to the CRM, we will manage the deal life cycle (which is simplifie...read more
ZEizenberg on August 21, 2024
Forecasting for channel partners
We are looking for a solution for the following need: we have several channel partners that generate leads and close deals (resellers). We would like to be able to forecast and track goal attainment for our partners as a whole and each seprately. read more
Reply Discussion Enterprise
0 upvote
2 Replies
ZEizenberg
Participant
August 22, 2024
Hi, 1. It is a one partner= one user scenario as partners will not have access to the CRM, we will manage the deal life cycle (which is simplifie...read more
Solved
ZEizenberg on June 19, 2024
Driving billing based on Deal property
I am looking into how to create the following workflow: When a deal stage changes to "Closed won", an internal email is sent with the deal's line-items info (produtc, term, price, billing frequency, etc.) incorporated automatically in the email read more
Reply Discussion Workflows
0 upvote
6 Replies
ZEizenberg
Participant
June 21, 2024
Hi, Thank you for the quick response. Sending the link to finance is plan B - we preffer to push the data, rather than for them to pull it - less cha...read more
Solved
ZEizenberg on June 19, 2024
Driving billing based on Deal property
I am looking into how to create the following workflow: When a deal stage changes to "Closed won", an internal email is sent with the deal's line-items info (produtc, term, price, billing frequency, etc.) incorporated automatically in the email read more
Reply Discussion Workflows
0 upvote
6 Replies
ZEizenberg
Participant
June 21, 2024
Hi, Thank you for the quick response. Sending the link to finance is plan B - we preffer to push the data, rather than for them to pull it - less cha...read more
Solved
ZEizenberg on May 24, 2024
Auto creation of invoices
Is there a way to create automatically an invoice when quote status changes to "Signed"? I tried the workflow tool, but it does not give me the option to create a criteria based on Quote status change.
Reply Discussion Enterprise
1 upvote
2 Replies
ZEizenberg on October 25, 2023
Issue with creating Goals
I create Forcast Revenue goal as per the instructionand while i am on the goals screen i can see the goaol. However, if I leave the page and go to another page (like Reports for example) and then go baclk to the goals page , the goals page is empty read more
Reply Discussion Professional
0 upvote
3 Replies
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