Hi, I’d like to describe my forecasting needs. Currently, our management team aims to implement a monthly forecasted P&L. To achieve this, we have divided our annual expenses into 12 months and split our committed revenue (CA embarqué) equa read more
Hi @Pam thanks for your reply. Could you walk me through the creation of this custom report ? I'm not really sure that I'm good enough to do i...read more
Hi, I’d like to describe my forecasting needs. Currently, our management team aims to implement a monthly forecasted P&L. To achieve this, we have divided our annual expenses into 12 months and split our committed revenue (CA embarqué) equally read more
Hello, My team loses a lot of time because for each of the targeted account (enterprise) there are a lot of contacts but some of them have left the company, or their contact informations has been updated. So they have to check manually (mo read more
Hello, I would like to create a report that gives me the list of all the companies for whom we worked in the past (so we have a won opportunities) and with which we didn't have a contact in the last 12 months. Example : I was working with read more
Hi, I’d like to describe my forecasting needs. Currently, our management team aims to implement a monthly forecasted P&L. To achieve this, we have divided our annual expenses into 12 months and split our committed revenue (CA embarqué) equa read more
Hi, I’d like to describe my forecasting needs. Currently, our management team aims to implement a monthly forecasted P&L. To achieve this, we have divided our annual expenses into 12 months and split our committed revenue (CA embarqué) equally read more
Hello, My team loses a lot of time because for each of the targeted account (enterprise) there are a lot of contacts but some of them have left the company, or their contact informations has been updated. So they have to check manually (mo read more
Hello, I would like to create a report that gives me the list of all the companies for whom we worked in the past (so we have a won opportunities) and with which we didn't have a contact in the last 12 months. Example : I was working with read more
Hi, Today I have a pipeline with the following phase : -.... -.... - Won (with a 95% ponderation) - Signed - Lost So my closed won phase is my "signed" phase. But I would also like to add the won phase as a closed won phase I read more
Hello, For every one of our opportunities, our sales have to notify a potential signing date. But sometimes as the oppportunity evolves they tend to forget to update the signing date. I would like to create a workflow that sends an email ev read more