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erijohns
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Mitglied seit ‎Jun 20, 2017
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virginiam on November 07, 2017
Calculate and Report on the Time between Two Properties
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the Beitrag ansehen
Antworten Idee Contacts & Companies Sales Reporting
539 Likes
181 Antworten
erijohns
Mitwirkender/Mitwirkende
Dezember 01, 2017
Hi @MSween -- Welcome aboard! If you're looking for an interim solution, I've created a Google Sheet with a formula that does exactly what we're...Beitrag ansehen
Gelöst
ShireenSc on März 31, 2017
Report of dates and times spent in deal stage
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S Beitrag ansehen
Antworten Diskussion
36 Likes
42 Antworten
erijohns
Mitwirkender/Mitwirkende
August 08, 2017
Haha AWESOME! I'm so glad you're loving it. I've been using this for weekly snapshots for a couple months now, and I've noticed two cases where ...Beitrag ansehen
Gelöst
ShireenSc on März 31, 2017
Report of dates and times spent in deal stage
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S Beitrag ansehen
Antworten Diskussion
36 Likes
42 Antworten
erijohns
Mitwirkender/Mitwirkende
August 08, 2017
Haha AWESOME! I'm so glad you're loving it. I've been using this for weekly snapshots for a couple months now, and I've noticed two cases where ...Beitrag ansehen
Gelöst
ShireenSc on März 31, 2017
Report of dates and times spent in deal stage
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S Beitrag ansehen
Antworten Diskussion
36 Likes
42 Antworten
erijohns
Mitwirkender/Mitwirkende
August 08, 2017
Haha AWESOME! I'm so glad you're loving it. I've been using this for weekly snapshots for a couple months now, and I've noticed two cases where ...Beitrag ansehen
Gelöst
ShireenSc on März 31, 2017
Report of dates and times spent in deal stage
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S Beitrag ansehen
Antworten Diskussion
36 Likes
42 Antworten
erijohns
Mitwirkender/Mitwirkende
August 08, 2017
Haha AWESOME! I'm so glad you're loving it. I've been using this for weekly snapshots for a couple months now, and I've noticed two cases where ...Beitrag ansehen
Gelöst
ShireenSc on März 31, 2017
Report of dates and times spent in deal stage
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows: Deal XYZ moved to S Beitrag ansehen
Antworten Diskussion
36 Likes
42 Antworten
erijohns
Mitwirkender/Mitwirkende
August 08, 2017
Haha AWESOME! I'm so glad you're loving it. I've been using this for weekly snapshots for a couple months now, and I've noticed two cases where ...Beitrag ansehen
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