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Jake Gulick

Beigetreten 16. Apr. 2021

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Letzte Aktivität 06. Sept. 2022

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Jake Gulick hat einen Kommentar hinterlassen

Community-Kommentar Q&A - Sales CRM (Sell)

Hi Dane - if we had a custom field for this, could I make a custom report that included the deal value (which could be the MRR) and then add the startup fee field to the report? 

Kommentar anzeigen · Gepostet 06. Sept. 2022 · Jake Gulick

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Jake Gulick hat einen Post erstellt

Post Q&A - Sales CRM (Sell)

Currently in Zendesk sell there is one spot for Deal Value. The problem is that we have a startup fee and a monthly fee and I would like to see them separated out so I can get a good idea of the one-time revenue and MRR. 

I was told by Zendesk support there was no way to do this but there has to be a way to do it. Do you create a custom field for one of them and make a custom report? What are the rest of the users doing? Thanks for any tips!

Gepostet 16. Aug. 2022 · Jake Gulick

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