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03687
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Member since ‎Oct 19, 2021
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Kevin Dow

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03687
Member
December 19, 2022
Reply to Cross-Object Workflow
I just ran up against this this morning. Would love to have cross-object workflows for things as simple as dropping a congratulations in Slack for a ...read more
03687
Member
September 23, 2022
Reply to Cross-object reports should count unique items (count unique companies in contact reports)
Same issue here. There doesn't seem to be a way to change the behavior between Left Join and Right Join, to put it in SQL terms. I understand there a...read more
03687
Member
September 01, 2022
Reply to Including Closed won / lost stages within Historic Deal Snapshot Reports
We need this as well. I realize it's not part of a traditional pipeline, but not having the ability to add this as a hybrid option to a traditional r...read more
03687
Member
August 02, 2022
Reply to Restrict Which Stages Deals Can Be Created In
Adding my vote to this. I just created an elaborate list of mandatory qualifying questions that my BD's found an elegant way to bypass on Day 1 after...read more
03687
Member
March 08, 2022
Reply to monthly goal per sales person
Similar issue - I'm not necessarily needing an average or an average split per salesperson - I'm needing an actual monthly goal per salesperson - jus...read more
03687
Member
March 08, 2022
Reply to Exclude own company from reports, meetings, etc
Agree 100%. This is sorely needed. I understand there is a partial solution on the marketing side to exclude IP addresses and domains from analytics...read more
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