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SalesComMaster
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SalesComMaster en Junio 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 Leer más
Responder Conversación Deals
0 Me gusta
3 Respuestas
SalesComMaster
Participante
Junio 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...Leer más
SalesComMaster en Junio 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 Leer más
Responder Conversación Deals
0 Me gusta
3 Respuestas
SalesComMaster
Participante
Junio 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...Leer más
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jonathanwood en Febrero 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 Leer más
Responder Conversación Sales Dashboard
10 Me gusta
7 Respuestas
SalesComMaster
Participante
Abril 20, 2020
Where is the "export" function on the Deal Table View?
eatmorefish en Agosto 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 Leer más
Responder Idea Contacts & Companies Deals Lists Products & Quotes
65 Me gusta
15 Respuestas
SalesComMaster
Participante
Abril 29, 2019
agree, seems like a basic feature. please make it happen asap!
Growth_Guy en Febrero 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 Leer más
Responder Idea Deals
79 Me gusta
48 Respuestas
SalesComMaster
Participante
Marzo 03, 2017
Absolutely crazy non-function. At least filtering out non-deal accociated contacts should be possible asap. Imagine several (>5) contacts at a...Leer más
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