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bashomosko
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Member since ‎Mar 13, 2018
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Basho Mosko

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spatrizi on May 26, 2020
Inline editing in list view
It would be super-helpful if we could edit properties in the list views of Contacts, Companies and Target Accounts, instead of having to open the record, find the property, and then edit it. The preview pane is helpful, but I often have property read more
Reply Idea Contacts & Companies
82 upvotes
50 Replies
bashomosko
Participant
March 11, 2022
I find that working leads is best in a list view of contacts but I want to be able to quickly change lead status, jot down next steps, etc.
OliviaB on March 14, 2019
Show individual sales person goals vs their total sales in one report
I'd like to be able to see a simple goals report, showing a sales reps individual goal vs what they have sold (goal vs deal won) for date parameters we set. I'd like to be able to see this as each individual and also as a team. So if I have User 1 w read more
Reply Idea Sales Reporting
27 upvotes
10 Replies
bashomosko
Participant
March 03, 2022
Yes! This was a tool we used all of the time with Salesforce and it really kept reps motivated. We used a gauge by member and by team, bound by quart...read more
bashomosko on November 15, 2021
Reporting on product famlies
We have created different versions of the same product in order to navigate an increasingly online world (ie. Empathy School in-person and virtual Empathy School). We need to have unique line items, descriptions, pricing and margins, for these read more
Reply Discussion Workaround
0 upvote
2 Replies
bashomosko
Participant
November 17, 2021
Thanks @webdew , Just for clarification - it's the same property, product line item, but what I'm looking for is some sort of parent-child relat...read more
bashomosko on November 15, 2021
Reporting on product famlies
We have created different versions of the same product in order to navigate an increasingly online world (ie. Empathy School in-person and virtual Empathy School). We need to have unique line items, descriptions, pricing and margins, for these read more
Reply Discussion Workaround
0 upvote
2 Replies
bashomosko
Participant
November 17, 2021
Thanks @webdew , Just for clarification - it's the same property, product line item, but what I'm looking for is some sort of parent-child relat...read more
bashomosko on November 15, 2021
Child products to create famlies
We have created different versions of the same product in order to navigate an increasingly online world (ie. Empathy School in-person and virtual Empathy School). We need to have unique line items, descriptions, pricing and margins, for these read more
Reply Idea Products and Quotes
3 upvotes
0 Reply
sharonlicari on July 16, 2021
[Closed] AMA with Karsten Köhler
Hey Community, @karstenkoehler is a high-valued member and a thought-leader of our DACH and EN Communities. Karsten is currently at the top of our leaderboard in both communities and the quality of content that Karsten has consistently read more
Reply Discussion AMA
11 upvotes
51 Replies
bashomosko
Participant
July 21, 2021
Hello @Anonymous - thanks for the amazing feedback. I'm trying to create a person-centered report of our program alumni that would surface contact i...read more
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