JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Tips, Tricks & Best Practices

Search Tips, Tricks & Best Practices for solutions or ask a question

Solved

DennisHart on November 08, 2019

Tie Sequences to closed sales

I've been using sequences and I'm getting great open rates, etc., but I can't figure out a way to track influenced on closing deals. Seems strange that a platform with so much focus on attribution and funnel marketing is missing this important featu read more

Reply Outside Sales Sales Reporting Sequences

0 upvote

2 Replies

Accepted Solution

MFrankJohnson

Thought Leader

November 08, 2019 14:09

Identifying previously sequenced customers versus customers NEVER sequenced might be a little tricky in a report. However, here are the raw list crit...read more

Solved

DennisHart on November 08, 2019

Library of standard discounts

In the quotes tool, you can add discounts. You can even add multiple discounts. We have standard discounts for things like "!st year of maintenance" and "Hometown Heroes" which is a flat discount off the total package. When I'm with a customer, I do read more

Reply discounts Outside Sales Quotes

10 upvotes

11 Replies

Accepted Solution

DennisHart

Contributor

November 08, 2019 10:29

I DID figure out a hack based on a tip from Armando in support. I created a folder in my library called "Discounts" I set up my standard discounts wi...read more

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.

Featured Content

is there a service level for ticket status?