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samthemiller
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Member since ‎Jul 21, 2022
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samthemiller
Member
August 16, 2024
Reply to Disable Automatic Unenrollment in Sequences
bump bump agree with what everyone else is saying here - why have a toggle switch that's impossible to toggle
samthemiller
Member
June 15, 2023
Reply to Cross-object reports should count unique items (count unique companies in contact reports)
anybody managed to work around this yet? struggling with this too due to the way our contact/company associations are structured !
samthemiller
Member
February 06, 2023
Reply to Knowledge Base reporting
+1, we need this for our success team !!
samthemiller
Member
January 25, 2023
Reply to Customize default deal name
bump, this is something that would make a significant difference to our workflow + it's a joke the default is "new deal" - we have so many quotes acc...read more
samthemiller
Member
November 15, 2022
Reply to Ability to report on all products, not just line items (products associated with deals)
I actually think even having a basic property like "last used" date (similar to sequences) would be pretty game changing - would make it easy to iden...read more
samthemiller on November 01, 2022
Make quotes editable
It would be great to have quote properties be editable. Currently, if you issue a quote with the wrong quote approver (e.g. somebody is out on vacation), I have to manually change the quote workflow, and the sales reps have to go and reissue the quo read more
Reply Idea Deals Workflows
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