rasimons1

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Ross Simons

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rasimons1

Participant

March 05, 2025

Reply to Custom Invoice Templates

I posted this over a year ago. The quote tool — which ostensibly invoices are based on — has custom templates and have for a long time. Why the invoi...read more

Solved

rasimons1 on February 01, 2024

Custom Invoice Templates

The standard invoice template is very limiting, and it can be frustrating to have no control over how it looks, what's included (or not included), and etc. For example, traditionally we have our mailing address as well as a contact email and conta read more

Reply Discussion Payments

131 upvotes

57 Replies

rasimons1

Participant

October 25, 2023

Reply to Goals for Target Account

Agreed — this would be pretty huge for us. Our sales teams goals are broken down by target account.

rasimons1

Participant

October 25, 2023

Reply to Product Goals

Hi! There's a way to do this now using the new Gauge visual in beta. You can set a threshold in the gauge that makes goal completion, and then filter...read more

rasimons1

Participant

October 25, 2023

Reply to Flexi-Forecasting & Goals

Have you considered splitting your three product lines into three separate pipelines? Then you set goals for each rep in each pipeline, and then you ...read more