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gotmike
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Member since ‎Apr 25, 2017
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gotmike
Contributor
December 17, 2024
Reply to Quickbooks Integration - Automatically Associate invoices to Companies
This was a requested feature but the sync functionality is kindof botched. The problem is that the syncing process doesn't work well with the way Qui...read more
gotmike
Contributor
December 17, 2024
Reply to Ability to send recurring invoices to multiple email recipients
Invoice syncing is a hot mess as far as I can tell and in the past, it's been fairly easy to get support to attend to an issue, but with this it seem...read more
gotmike
Contributor
May 17, 2022
Reply to Segmented Payments on Quotes
i'd be happy to test this out as well.
Solved
gotmike on March 31, 2022
My Deal is Dead... Now What?
So let's say I have a deal, it's linked to a contact and a company. I send a proposal, we negotiate, the deal falls through. I move it to closed-lost. Okay, NOW WHAT? Just b/c they didn't buy THAT ONE TIME, doesn't mean they won't buy AT SOM read more
Reply Discussion Professional
2 upvotes
1 Reply
gotmike
Contributor
March 31, 2022
Reply to How are people managing outreach activity?
yes, so we are trying this route for now, b/c we like the "board view" that you get with deals and stages. the problem with lifecycle stages is that ...read more
gotmike
Contributor
March 31, 2022
Reply to How are people managing outreach activity?
understood. again, this was more about how to use the software.
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