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vn
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Mitglied seit ‎Jun 13, 2017
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everest8878 on Mai 16, 2017
Workflow Performance Reporting
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an Beitrag ansehen
Antworten Idee Sales Reporting Workflows
136 Likes
32 Antworten
vn
Teilnehmer/-in
August 17, 2021
Something that I recently noticed which might be useful for many who are trying to measure their workflow performance is to create a campaign and add...Beitrag ansehen
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vn on März 30, 2021
Time stamp in Deal close date creating issues in multi geo views
Hi, The deal close date property has timestamp built into it, (which is hidden and you don't see). However, this is creating a problem for me in reporting. So, on an evening say after 8 PM US Eastern time, if a sales rep in US records a deal with c Beitrag ansehen
Antworten Diskussion Enterprise
4 Likes
2 Antworten
warpandweft on Januar 29, 2020
Restrict Which Stages Deals Can Be Created In
I have designed our Sales pipeline with a few 'deal stages' to operate in a way that once a sale is closed & deposit was received, they must move the deal to the "Deposit" stage and then the deal will automatically transfer into our Production p Beitrag ansehen
Antworten Idee Deals
86 Likes
43 Antworten
vn
Teilnehmer/-in
Januar 26, 2021
Looks like no progress on this! I just chatted with support. This is essential. My reps are creating deals in advanced stages and circumventing all t...Beitrag ansehen
glencornell on April 11, 2019
Drill-downs for Sequences Open/Click Reporting
There's no way to see the contacts that are actually opening, clicking, replying, and booking meetings on sequences. This report is currently only helpful for evaluating the effectiveness of a sequence but it does not allow users to take action from Beitrag ansehen
Antworten Idee Sales Reporting Sequences
409 Likes
151 Antworten
vn
Teilnehmer/-in
August 13, 2020
Any update on this? We were looking to move a bunch of BDRs using a different tool to Hubspot sales pro and in a pilot stage.. I really am at a loss ...Beitrag ansehen
agnsob on September 10, 2018
Internal emails sent from deal workflow
I was trying to build a new deal-centered workflow. Whenever the deal is moved to closed lost / won , we want to send an internal notification to the commercial team members. Currently, it is only possible to send an external marketing email. Beitrag ansehen
Antworten Idee Deals Workflows
28 Likes
20 Antworten
vn
Teilnehmer/-in
August 06, 2020
Hi, Did anyone figure out how to add an "associated company" in the internal deal notification?
everest8878 on Mai 16, 2017
Workflow Performance Reporting
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an Beitrag ansehen
Antworten Idee Sales Reporting Workflows
136 Likes
32 Antworten
vn
Teilnehmer/-in
August 17, 2021
Something that I recently noticed which might be useful for many who are trying to measure their workflow performance is to create a campaign and add...Beitrag ansehen
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