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Community Articles: What Topic Should We Cover Next? Your idea could be our next feature—drop your suggestion now and spark the next big discussion!
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Re: How to create KPI for Sales Rep Quota vs Closed Won Opportunities?
Hi @Febin Antony, You can use the Opportunity and Quota Saved Searches and filter the Sales Rep field to Mine so that when a sales rep views the dashboard, they can only view their own numbers. Oppor…1 -
Community Whiz | Game on!
Game time!! Are you ready? Come and join us at 2PM EST and don’t forget to comment your answers. Have fun and break a leg, everyone!1 -
Re: How to Email multiple quotations to customers?
Hi Paul, There's no need to enable the mail merge feature just for sending two pdf quotes in one email. You can still go to Communication > Messages > Email > Attachments tab and attach…1 -
Re: Is there a Permission to Manage Roles?
Assigning roles can only be managed by administrators.1 -
Re: How to set up Custom Role for Expense Report Creation?
Hi @Nickoletta Gounaris, You need to assign it to a Center Category that belongs to the Center's role to show the Expense Report. Please see the steps below, as per testing. 1. Created a Center …1
