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MichaelWere
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Member since ‎Aug 15, 2022
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MichaelWere
Participant
January 09, 2024
Reply to Total Deal Amount
Thank you so much Karsten! I have solved my challenge, and learnt a lot from you in the process. I really appreciate it!
MichaelWere
Participant
January 08, 2024
Reply to Total Deal Amount
Hello Karsten, I encountered a couple of challenges with your proposed solution: 1. I was unable to find a standard field of Sum (Amount) as pro...read more
MichaelWere
Participant
January 05, 2024
Reply to Total Deal Amount
Hi again, Thanks for a quick reply! We have SalesPro subscription so that is good news to start! I think the Custom Report Builder option would...read more
Solved
MichaelWere on January 05, 2024
Total Deal Amount
Hi there, If I click on a Contact ---> Associated Deals, I arrive at a tally of every deal where the contact is associated with. Under Insights is a very informative 'field' called Total Deal Amount, as shown in the screenshots. I want to be a read more
Reply Discussion Deals
0 upvote
6 Replies
MichaelWere
Participant
June 09, 2023
Reply to Change of Deal Amount in the Activity Feed
Thanks @Mike_Eastwood for your reply. The notification would be helpful, but our preferred solution is for it be a Note on the timeline. It seems...read more
Solved
MichaelWere on June 07, 2023
Change of Deal Amount in the Activity Feed
Hi Community, Is there a way to track a Deal Amount changing? I'd love to see it on the Deal Activity Feed. Our account shows when the Deal stage changes, but I can't work out if I can also have the Deal Amount shown in the activity feed.
Reply Discussion Professional
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3 Replies
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