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erijohns
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Membre depuis ‎juin 20, 2017
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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virginiam le Novembre 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 Lire la suite
Répondre Idée Contacts & Companies Sales Reporting
539 Mentions J'aime
181 Réponses
erijohns
Contributeur
Décembre 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...Lire la suite
Résolues
ShireenSc le Mars 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 Lire la suite
Répondre Discussion
36 Mentions J'aime
42 Réponses
erijohns
Contributeur
Août 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 ...Lire la suite
Résolues
ShireenSc le Mars 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 Lire la suite
Répondre Discussion
36 Mentions J'aime
42 Réponses
erijohns
Contributeur
Août 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 ...Lire la suite
Résolues
ShireenSc le Mars 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 Lire la suite
Répondre Discussion
36 Mentions J'aime
42 Réponses
erijohns
Contributeur
Août 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 ...Lire la suite
Résolues
ShireenSc le Mars 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 Lire la suite
Répondre Discussion
36 Mentions J'aime
42 Réponses
erijohns
Contributeur
Août 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 ...Lire la suite
Résolues
ShireenSc le Mars 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 Lire la suite
Répondre Discussion
36 Mentions J'aime
42 Réponses
erijohns
Contributeur
Août 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 ...Lire la suite
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