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Looking for Feedback - Using Upsell for Sales or Marketing Roles

edited Nov 22, 2019 10:27AM in CRM 1 comment

Would love to get feedback from any users out there having Upsell Manager enabled for their Sales or Mktg Reps. This would also include the use of the "Upsell" button on Opportunities and Sales Orders.

We'd like to gather info on how your organization is using these features and what you would like to see in the future to make it more beneficial. If you've tried it out and found something that is inhibiting you from using this feature then would like to hear about that as well.

Any other related ideas are welcome. Thanks in advance for your feedback.

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