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BOleksyn
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Member since ‎Oct 14, 2022
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Baley Oleksyn

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BOleksyn on August 16, 2023
Automated Stats
We conduct sales calls daily. Up until now our stats (call booked, applied, approved, no showed, call taken) have been reported based on most recent meeting date. Our pipelines are set up to move a single deal across our sales pipelines and the sta read more
Reply Discussion Dashboards Reports Workflows
0 upvote
3 Replies
BOleksyn
Participant
August 18, 2023
What we are looking to report on are totals in the following categories within a certain time frame: Calls booked Applications received Calls ...read more
Solved
BOleksyn on August 16, 2023
Automated Stats
We conduct sales calls daily. Up until now our stats (call booked, applied, approved, no showed, call taken) have been reported based on most recent meeting date. Our pipelines are set up to move a single deal across our sales pipelines and the sta read more
Reply Discussion Dashboards Reports Workflows
0 upvote
3 Replies
BOleksyn
Participant
August 18, 2023
What we are looking to report on are totals in the following categories within a certain time frame: Calls booked Applications received Calls ...read more
claratan on February 19, 2019
Checkbox option for Terms & Conditions in Quotes
It would be useful to implement a checkbox option to insert terms and conditions before the prospect clicks "purchase".
Reply Idea Products & Quotes
62 upvotes
20 Replies
BOleksyn
Participant
October 14, 2022
This would be AAAAAmazing!!! Have any of you discovered a work around?
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