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ROFU
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Member since ‎Dec 6, 2019
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Robert Fuller

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ROFU on October 09, 2020
Hi there, Please can we have a report to show us the billing frequency at deal level instead of product level? If the below is changed to Monthly instead of Annually, then it changes the deal value to lower than what it is worth, so we need them read more
1 upvote
0 Reply
Participant
September 28, 2020
@JonDFreeman How do you set this up? Can you give me an example?
Participant
September 23, 2020
@Aleksandersen that's exactly what we do and its far from ideal. We've discussed with our account manager and they confirmed this isn't available i...read more
Participant
September 22, 2020
Is there any update on this? Really would be a useful feature to have in the workflows so we can automate our responses to the form being filled in o...read more
Participant
August 19, 2020
Also required here, and can be used towards team KPI's to ensure leads are followed up, thereby hopefully increasing sales
ROFU on July 20, 2020
We need to change the activity owner for emails/calls etc so that we can update our reporting (we've had an email address format change since we started using HS, so now the legacy activities are showing up on reports as separate to new email format read more
62 upvotes
28 Replies
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