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MAFoulkes
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Member since ‎Jan 15, 2019
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Michael Foulkes

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SnykOps on February 12, 2019
Help with Monthly Deals with AutoRenew
HI All! I am currently attempting to figure out what is the best way to treat our monthly deals. For context, currently, we put in our monthly deals with a duration of 11 months and update upon completion of contract -- either churn for full ye read more
Reply Discussion Deals
1 upvote
7 Replies
MAFoulkes
Member
June 26, 2019
Hi SnykOps, Recurring deals are always a nightmare in all CRMs (even Salesforce makes this really hard work). I've spent 15 years working as an a...read more
ChrisJayne on April 26, 2018
Quotas that are Adjustable to Specific Timeframes
Currently, quotas are only set as monthly, but many companies have high-volume and low-volume Quarters, months, or time frames. To more precisely manage revenue goals quotas that can be set to specific months/quarters would empower sales managers. read more
Reply Idea Sales Reporting
13 upvotes
7 Replies
MAFoulkes
Member
June 17, 2019
Have you checked out some of the integrations on the HubSpot connect store here? - https://www.hubspot.com/integrations I think there are a cou...read more
Solved
MAFoulkes on February 11, 2019
Connect Store App API Limits
Hello Can someone clarify whether applications listed on the Connect Store have their own API limits and if so what they are? Or is the api limit just at a customer level (e.g. customers using the application)? The documentation on the topic read more
Reply Discussion Developer tools
0 upvote
1 Reply
V_Vides on January 11, 2017
Unique Quota for Sales Staff
Our sales staff have a different quota each month. I would like to have an option to enter their quota for each month on a rolling 12 month basis to monitor how they are doing monhtly, quarterly and annually as well as being able to roll-up all sal read more
Reply Idea Sales Reporting
53 upvotes
43 Replies
MAFoulkes
Member
January 15, 2019
Hello We’re adding the ability to track your monthly pipeline against targets in our app this month. You’ll soon be able to track targets by owner, ...read more
robcampbell on May 04, 2017
Set Quota for Individual Pipelines
It would be great if we could set separate quotas for individual pipelines OR at the very least, assign specific users to a pipeline so that their quota gets assigned to that pipeline. The individual pipelines could easily be summed up for the "All read more
Reply Idea Deals
17 upvotes
5 Replies
MAFoulkes
Member
January 15, 2019
Hello We’re adding the ability to track your monthly pipeline against targets in our app this month. You’ll soon be able to track targets by owner, ...read more
Solved
ustele on April 05, 2018
Tracking deal stage totals against targets
Hi all Along the lines of this post about total pipeline value , does anyone know of a way you can add a target to each deal stage e.g. based on achieving $500k of sales this year, we need $2.5M at the top of the funnel, which will mean 50% of read more
Reply Discussion
0 upvote
5 Replies
MAFoulkes
Member
January 15, 2019
Hello We’re adding the ability to track your monthly pipeline against targets in our app this month. You’ll soon be able to track targets by owner, c...read more
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