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IChung7
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Member since ‎Apr 25, 2023
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Irene Chung

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IChung7 on October 18, 2023
Get monthly reports on total invoiced
We would also like to know how to get monthly reports on total invoiced. Our issue is that we don't have recurring invoices. Our customers place orders at will, but I'd like to be able to see their spend as a whole over given periods of time that I read more
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IChung7
Member
April 25, 2023
Reply to Automatically associate contact/company records with Deals
Huge time saver to have it go both ways especially with shopify integration. I need my sales reps to be able to see the data from the company level, ...read more
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