- You can create a report with the deal property 'close date' to determine on which date the deal was closed. Check SS: https://prnt.sc/1b02u2i -to track time from close deal to subscription, there isn't any native provision for that, but you can create a contact property Subscription date with calendar field type and use that in your report. -you cannot have a report that tells you the touchpoint of a particular report. check SS: https://prnt.sc/1b05cx9 Rather you can have all the calls/meetings/email activities done by a rep.
Also, check this report in custom report library if it can be of any use to you: https://prnt.sc/1b0f589 Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
- You can create a report with the deal property 'close date' to determine on which date the deal was closed. Check SS: https://prnt.sc/1b02u2i -to track time from close deal to subscription, there isn't any native provision for that, but you can create a contact property Subscription date with calendar field type and use that in your report. -you cannot have a report that tells you the touchpoint of a particular report. check SS: https://prnt.sc/1b05cx9 Rather you can have all the calls/meetings/email activities done by a rep.
Also, check this report in custom report library if it can be of any use to you: https://prnt.sc/1b0f589 Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.