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vn
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Membre depuis ‎juin 13, 2017
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everest8878 le 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 Lire la suite
Répondre Idée Sales Reporting Workflows
136 Mentions J'aime
32 Réponses
vn
Participant
Août 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...Lire la suite
Résolues
vn le Mars 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 Lire la suite
Répondre Discussion Enterprise
4 Mentions J'aime
2 Réponses
warpandweft le Janvier 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 Lire la suite
Répondre Idée Deals
86 Mentions J'aime
43 Réponses
vn
Participant
Janvier 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...Lire la suite
glencornell le Avril 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 Lire la suite
Répondre Idée Sales Reporting Sequences
409 Mentions J'aime
151 Réponses
vn
Participant
Août 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 ...Lire la suite
agnsob le Septembre 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. Lire la suite
Répondre Idée Deals Workflows
28 Mentions J'aime
20 Réponses
vn
Participant
Août 06, 2020
Hi, Did anyone figure out how to add an "associated company" in the internal deal notification?
everest8878 le 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 Lire la suite
Répondre Idée Sales Reporting Workflows
136 Mentions J'aime
32 Réponses
vn
Participant
Août 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...Lire la suite
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