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kcondellire
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Member since ‎Apr 8, 2019
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Kathy Condellire

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Activity

AndyPitre on April 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
Reply Idea Deals
1385 upvotes
447 Replies
kcondellire
Member
December 11, 2020
We also need to be able to customize what amount is displayed at the bottom of the card view. It would be very beneficial to be able to have an opti...read more
FlywheelKinetic on January 19, 2019
Set Custom Goals
As an Enterprise Sales customer, we should be able to set custom goals. I love that we can set goals for number of calls made, deals created or revenue but I'd also like to set goals for individual users based on Number of Deals Closed by Pipeline a read more
Reply Idea Deals Sales Reporting
140 upvotes
52 Replies
kcondellire
Member
September 15, 2020
We would love to be able to edit these and/or create our own goals as well.
Invorio on May 24, 2017
Sync Tasks with Calendar (Google/Outlook)
When I schedule a task (eg call) I'd like a check box to show the task in Google Calendar (like meetings, but without mailing the contact).
Reply Idea Integrations Tasks
700 upvotes
241 Replies
kcondellire
Member
April 08, 2019
Our sales team has requested this as well. Would be great to see this happen.
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