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bw-ipim
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Member since ‎Nov 20, 2019
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bw-ipim on September 27, 2023
How to identify ex-customers
Hello everyone. I'm trying to figure out how to identify ex-customers. We have customers who have active investments with us, those who have some active and some inactive investments, and those who no longer have any active investments. The inve read more
Reply Discussion CRM Lists Starter
0 upvote
2 Replies
bw-ipim
Contributor
September 27, 2023
Karsten, thanks so much for the quick reply. Wasn't aware of the list membership filter, but that did it!
Solved
bw-ipim on September 27, 2023
How to identify ex-customers
Hello everyone. I'm trying to figure out how to identify ex-customers. We have customers who have active investments with us, those who have some active and some inactive investments, and those who no longer have any active investments. The inve read more
Reply Discussion CRM Lists Starter
0 upvote
2 Replies
bw-ipim
Contributor
September 27, 2023
Karsten, thanks so much for the quick reply. Wasn't aware of the list membership filter, but that did it!
megannorris on December 02, 2020
Bring back public preview links
Recently, email preview links were changed to only be visible with a login. I would like to request a solution that brings this back. I see now that the change was made for security purposes and I recognize that I don't fully understand the use case read more
Reply Idea Marketing Emails
209 upvotes
76 Replies
bw-ipim
Contributor
June 16, 2021
Very frustrating that this was changed to require login. Please add it back.
bw-ipim on June 26, 2020
Report shows partial weeks
Hello all. I have created a custom report to show the number of meetings per week for two sales reps. I've displayed the data weekly and filtered for a rolling date range of the last 30 days. The problem is, if we are half way through a given we read more
Reply Discussion Sales Team Productivity
1 upvote
2 Replies
bw-ipim
Contributor
June 30, 2020
Hi Pam, thanks for the reply. It's actually the earlier dates that are cutting off that was the issue, not so much the "today" behaviour. E.g...read more
bw-ipim on June 26, 2020
Report shows partial weeks
Hello all. I have created a custom report to show the number of meetings per week for two sales reps. I've displayed the data weekly and filtered for a rolling date range of the last 30 days. The problem is, if we are half way through a given we read more
Reply Discussion Sales Team Productivity
1 upvote
2 Replies
bw-ipim
Contributor
June 30, 2020
Hi Pam, thanks for the reply. It's actually the earlier dates that are cutting off that was the issue, not so much the "today" behaviour. E.g...read more
Solved
bw-ipim on June 16, 2020
Workflow for customer onboarding form
Hi all. We're a financial services firm and part of our customer onboarding requires them to sign a form to confirm their level of wealth and risk appetite. We currently send them a DocuSign envelope to sign, then manually store it in our cloud read more
Reply Discussion Contacts
0 upvote
2 Replies
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