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SalesComMaster
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Member since ‎Mar 3, 2017
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SalesComMaster on June 18, 2020
can't associate activity with won deal
STRangely enough I can't seem to associate activities to a deal that is already won? Seems that if I would like to keep a running dialogue wih a client with regards to this deal it should be associated with the deal, that'd certainly make it easier read more
Reply Discussion Deals
0 upvote
3 Replies
SalesComMaster
Participant
June 18, 2020
HI, I am going through the timeline of one deal and noticed it had info not relevant and wanted to move it to the deal to which it was relevant. I ne...read more
SalesComMaster on June 18, 2020
can't associate activity with won deal
STRangely enough I can't seem to associate activities to a deal that is already won? Seems that if I would like to keep a running dialogue wih a client with regards to this deal it should be associated with the deal, that'd certainly make it easier read more
Reply Discussion Deals
0 upvote
3 Replies
SalesComMaster
Participant
June 18, 2020
HI, I am going through the timeline of one deal and noticed it had info not relevant and wanted to move it to the deal to which it was relevant. I ne...read more
Solved
jonathanwood on February 19, 2019
Export Deals Pipeline Board View
I'm looking to export the board view (See below) of our deals pipeline so we can use the data in presentation etc. This export has to include: Deal name Deal stage Deal owner Deal amount Deal company Associated contacts Est. cl read more
Reply Discussion Sales Dashboard
10 upvotes
7 Replies
SalesComMaster
Participant
April 20, 2020
Where is the "export" function on the Deal Table View?
eatmorefish on August 21, 2018
Exporting list of Deals including information about Company, Contact and Product
I want to be able to export Deals (filtered or not) to a list format (.CSV, .XLSX, etc.) so that I can use more flexible and powerful visualization tools, such as Excel, to be used in presentations. However today when you export a list it will o read more
Reply Idea Contacts & Companies Deals Lists Products & Quotes
65 upvotes
15 Replies
SalesComMaster
Participant
April 29, 2019
agree, seems like a basic feature. please make it happen asap!
Growth_Guy on February 23, 2017
Filter/Customize Data Displayed in Deal Timeline (e.g. emails to associated contacts)
I don't know if anyone else finds this but I have a real issue with the deals pulling in info from other deals and contracts that are not related to the deal but are related to company that the deal is associated to. For example, I have a pare read more
Reply Idea Deals
79 upvotes
48 Replies
SalesComMaster
Participant
March 03, 2017
Absolutely crazy non-function. At least filtering out non-deal accociated contacts should be possible asap. Imagine several (>5) contacts at a...read more
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