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Jake Gulick

Joined Apr 16, 2021

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Last activity Sep 06, 2022

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Latest activity by Jake Gulick

Jake Gulick commented,

Community comment 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? 

View comment · Posted Sep 06, 2022 · Jake Gulick

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Jake Gulick created a post,

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!

Posted Aug 16, 2022 · Jake Gulick

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