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Jake Gulick

가입한 날짜: 2021년 4월 16일

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마지막 활동: 2022년 9월 06일

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커뮤니티 댓글 Q&A - Sales CRM (Sell)
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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? 

댓글 보기 · 2022년 9월 06일에 게시됨 · Jake Gulick

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게시물 Q&A - Sales CRM (Sell)
Startup Fees and Monthly Fee Forecasting in 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!

2022년 8월 16일에 게시됨 · Jake Gulick

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