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TDelude
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Member since ‎Jul 13, 2023
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Trish Delude

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TDelude
Participant
January 15, 2025
Reply to Calculating total value of deals with multi-year products charged annually
Looking for an answer. I thought line item's future "Billing Start Date" would ensure that the revenue is future (next year's revenue), but alas, ARR...read more
TDelude
Participant
September 28, 2023
Reply to Team goals & sub-goals
Our sales team works as a TEAM. Imporant for our business to be able to report on both indivual and team sales goals.
TDelude
Participant
September 25, 2023
Reply to View/Create Reports based on historical property values
Calculating our GDR (gross dollar retention) we need to know a company’s ARR as it was 365 days ago.
TDelude on August 29, 2023
Enhance Workflow "Copy Property" function
Would love to do some math on the back of the Workflow "Copy Property" function. Use Case: Renewal Automation The renewal deal's "Agreement Start Date" property is a copy of the original deal's "Agrement End Date" property. However, it shou read more
Reply Idea Deals Properties Workflows
0 upvote
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TDelude on August 29, 2023
Property for YEAR only (not full date)
I'd like to create a Deal property that automatically populates a Year (not full date). My use case is related to Renewals automation. When a "New Busienss" deal closes, we immediately create the renewal via Workflows. The naming convention read more
Reply Idea Properties
4 upvotes
0 Reply
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