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CP7
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Member since ‎May 2, 2024
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Chetan Prakash

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CP7 on June 21, 2024
Hi, I am sure this is not a unique requirement. I want to create a simple dashboard that shows metrics such as # of activities, # of deals, revenue of deals etc. I have a professional account. This dashboard will be accessible to the sales team read more
Brycelbrewer on October 19, 2018
We would like the ability to add sections to quotes to break up different product types. We have main components and sub components that are used with those and would like to break it up. We also have miscellaneous charges that we would like to ad read more
78 upvotes
33 Replies
CP7
Participant
May 20, 2024
Unfortunately there aren't any straight forward solutions for this. There are some workarounds that I'm currently exploring and will let you know if a...read more
Brycelbrewer on October 19, 2018
We would like the ability to add sections to quotes to break up different product types. We have main components and sub components that are used with those and would like to break it up. We also have miscellaneous charges that we would like to ad read more
78 upvotes
33 Replies
CP7
Participant
May 20, 2024
Unfortunately there aren't any straight forward solutions for this. There are some workarounds that I'm currently exploring and will let you know if a...read more
Solved
CP7 on May 13, 2024
Hi All, We have a different way of calculating deal amount that includes a "Expected usage %" therefore custom deal amount = amount * expected usage % unfortunately my sales pipeline view continues to show the standard amount. See image bel read more
0 upvote
4 Replies
CP7
Participant
May 13, 2024
Do you know is it possible to edit these value at the bottom with custom amounts?
Solved
CP7 on May 13, 2024
Hi All, We have a different way of calculating deal amount that includes a "Expected usage %" therefore custom deal amount = amount * expected usage % unfortunately my sales pipeline view continues to show the standard amount. See image bel read more
0 upvote
4 Replies
CP7
Participant
May 13, 2024
Do you know is it possible to edit these value at the bottom with custom amounts?
Solved
CP7 on May 13, 2024
Hi All, We have a different way of calculating deal amount that includes a "Expected usage %" therefore custom deal amount = amount * expected usage % unfortunately my sales pipeline view continues to show the standard amount. See image bel read more
0 upvote
4 Replies
CP7
Participant
May 13, 2024
Do you know is it possible to edit these value at the bottom with custom amounts?
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