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Approval flow
Only approves the first line of a payout if a deal consists of multiple accelerators or plans. I will also not jump to “paid”. It stops at Approved
Name change webhook
webhooks för namnen spökar fortfarande. Idag var det bra för det var tack vare ett sånt fel som jag upptäckte felet i Findity-kanalen men det behöver ordnas. AU-system (deal id 222334) hade satts till Monica som ägare men vårt system trodde fortsatt Ross.
Data cleaner data upadte in Hubspot
The update works! But you need to change the deal owner twice on the deal. First time it jumps back to its original
Copy error misleading quota builder
It says 3/mth but it calculates as per the period set. If I set quarter, it is 3/quarter
Error in Sales quatas
When setting up a sales quota, the user is asked to write the equivalent to the monthly target. However, it seems as though the calculation is done based on the period chosen for the comp. plan
Accelerator max
Findity needs 300% (max today is 200). COuld we set that slider goes to 200% but punching in numbers can go how high you’d like?
Data range drop down copy error
Current month, current quarter, this year I would prefer “this” on all. That is a work I am looking for. But at least the same word
Add and remove employees to comp.plans
I can add same employee multiple times I can’t remove employees
All users not available for quotas
I just added Farah and Jakob at Learnster as new “employees”. They can be added to comp.plans but not to quotas
Delay in approving and and "paying" in reports
Such a long delay (5-10 seconds) that you push it multiple times and give up. Then when returning the status is whatever depending on if you pressed once or 3 times before giving up
All employees not represented
When setting up a new sales quota, all employees are not present in the drop-down. In this specific case, I miss M ichael Kaustinen (somewhat spelled right) while Michael appears in the dropdown for the commission plans
Report export
Bug in the download feature. When you click on ‘‘Export to excel’’ you getting 5 separate reports downloaded. Inside these files you getting a increasing numbers of employees from first to last file.
Formatting
The percentage in the accelerators update to 7.0000000001% after saving. We should also be able to set with with 2 decimals Text overflow in the drop downs Instead of setting 0.5, it looks more user friendly to write 50%
''Key deals of the month'' not connected to sales rep. Same deals regardless which employee
First one should be based on Joey’s deals. Second one should be based on all deals for the company.