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AKnechtl0
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Member since ‎Oct 28, 2022
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Alex Knechtl

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AKnechtl0
Participant
March 29, 2023
Reply to Worklow action to remove multi-select value
Running into this myself. We're using a CPQ to toggle when a product feature has been selected. We can't add these features as line items because of...read more
AKnechtl0
Participant
March 24, 2023
Reply to Associate Records in Playbooks
We are also experiencing similar association bottlenecks We're having the sales team identify buyer personas as part of a more rigorous sales qual...read more
AKnechtl0
Participant
March 24, 2023
Reply to Better reporting for Playbooks
I need this feature to demonstrate value and new process implementation to my senior stakeholders. We are rolling out a more rigorous sales qualific...read more
AKnechtl0
Participant
March 24, 2023
Reply to Field dependencies in Playbooks
Playbooks are quickly becoming an integral part of our sales discovery and customer health scoring process. I love being able to tie questions back ...read more
AKnechtl0
Participant
October 28, 2022
Reply to Reporting based on History of a property
Not sure if this has already been said but this is in Salesforce as the [Object] Field History report For Sales CRM, it's critical to accurately calc...read more
AKnechtl0
Participant
October 28, 2022
Reply to Create Folders in Reports Library
If you want to compete with Salesforce, this is a great way to start
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