Member since ‎Oct 22, 2019
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Sheldon Zhang

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lalexander on February 11, 2019
Hey team! It would be great if it were possible to customize the default deal name. When creating a new deal from a contact/company record, for example, some customers may want to automatically pull in both the contact and the associated company's read more
71 Replies
October 21, 2020
Isn't this possible by using an automation triggered by deal creation? I am having a bit of problem now as deal automations can only pull in deal more
Sheldonxz on August 25, 2020
Is there a way to generate a report between deals created to deals won, and display this stats by deal owner in a list? I can achieve this by create a deal conversion rate report and filter by owner one by one, but I want to create this in a deal l read more
2 Replies
SimonM on April 18, 2017
Hi there ! I noticed that the first day of the week is Sunday, by default, in all reports from Reports tab. At the moment, we cannot customize it. So all metrics displayed are from Sunday to Saturday, while it moght not be consistent for our bus read more
61 Replies
June 12, 2020
This is interesting. What I see is that the report starts on Monday no matter what. We actually prefer Sunday to Saturday as the week, so I more
Babel_Gem on June 21, 2017
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
November 28, 2019
Is this issue still not resolved? It is causing lots of issues in terms of tracking the conversion rate on the marketing side, as additional more
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