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MRoberts8
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Member since ‎Jan 2, 2024
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Michael Roberts

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MRoberts8 on March 29, 2024
I'm trying to create a calculated deal property that looks at the total contract value (i.e., the value from the associated line items) vs. the total quote amount (i.e., the value from the line items less the one-tiem discounts). When I'm trying read more
0 upvote
3 Replies
Participant
April 01, 2024
Hi Pam, I have the custom properties set up, but no way to fill the total contract value. For some reason the only way I'm able to get the total ...read more
MRoberts8 on March 29, 2024
I'm trying to create a calculated deal property that looks at the total contract value (i.e., the value from the associated line items) vs. the total quote amount (i.e., the value from the line items less the one-tiem discounts). When I'm trying read more
0 upvote
3 Replies
Participant
April 01, 2024
Hi Pam, I have the custom properties set up, but no way to fill the total contract value. For some reason the only way I'm able to get the total ...read more
MRoberts8 on March 06, 2024
We have a deal property that is required at the Closed Lost stage of a deal, but we want to make it not required/appear if the Closed Lost customer is in a certain industry segment (captured in a segment deal field at deal creation). I know con read more
0 upvote
3 Replies
Participant
March 06, 2024
I might be being dense. Someone enters the industry at the first stage of the deal ahd the property in question is something entered at the Close...read more
MRoberts8 on March 06, 2024
We have a deal property that is required at the Closed Lost stage of a deal, but we want to make it not required/appear if the Closed Lost customer is in a certain industry segment (captured in a segment deal field at deal creation). I know con read more
0 upvote
3 Replies
Participant
March 06, 2024
I might be being dense. Someone enters the industry at the first stage of the deal ahd the property in question is something entered at the Close...read more
Solved
MRoberts8 on February 28, 2024
For some reason, some calls and emails from contacts are automatically getting associated with their associated, open deals and other are not getting associated and therefore not showing up in the activity field of the deal. Is there a way to en read more
0 upvote
1 Reply
Solved
MRoberts8 on February 25, 2024
Our sales reps will input when a competitors’ renewal contract is up. I want to automate a field that is automatically 60 days prior to whatever the competitor renewal date is. Is there a way/workflow to accomplish this?
0 upvote
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