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GSalazar100
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Guillermo Salazar

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GSalazar100 on August 29, 2023
Forecast Management
Hi There, I've been using Goals & Forecasting for about a quarter now; need some guidance on forecast entry. Scenario A Suppose an AE forecast 100K for July. The deal slipped to August & 100K is forecast for August. Now I have 200K read more
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1 upvote
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GSalazar100
Participant
August 28, 2023
Reply to Company Lifecycle Funnel report
Hooray!
GSalazar100
Participant
March 22, 2023
Reply to Company Lifecycle Funnel report
For what its worth; here is how we worked around the problem; the circled objects are new company properties. I do the chart in google sheets; ...read more
GSalazar100
Participant
December 14, 2022
Reply to Company Lifecycle Funnel report
Wooohoo! Christmas comes early!
GSalazar100
Participant
July 04, 2022
Reply to Company Lifecycle Funnel report
yes, pls bump this up. must have for b2b.
GSalazar100
Participant
June 16, 2022
Reply to How to create a 'Today's date' date property.
Hi @ajacobsmeyer when you set this up, did you have any enrollment issues; I keep getting a 'fatal error' that prevents contacts from enrolling in ...read more
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