Tracking deals created from sequence enrollemnts

Smart CRM & Sales Hub Sales Email
1

Hey Folks,

Sorry if this is obvious, but is there a way to track the deals created from enrollments with a sequence created? I know there’s a ‘scheduled meeting’, but that doesn’t account for the outbound call and deal created?

Side note and out of curiosity question - what are peoples thoughts on meeting links in outbound sequences, are you having a success with ‘scheduled meeting’ wab with outbound?

2

Hi @CRoberts92,

Yes, this is possible if you have access to the custom report builder (available in Professional subscriptions). I provided a step by step instruction in this thread.

Without access to the report builder, this is not possible (or: I’m not aware of any other solutions).

Best regards!

3

Amazing! Thanks so much for the quick response and help Karsten, it’s much appreciated!