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JamesG1
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Member since ‎Jan 7, 2020
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JamesG1 on April 14, 2020
Associating paid ad spend with company records
Hi there, We're a digital ad agency, and we often bill clients as a % of their overall media spend. At the moment, it's a manual process to collect ad spend for the month passed and calculate billing. Are there any solutions available th read more
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2 Replies
JamesG1
Participant
March 03, 2020
Reply to Company Lifecycle Funnel report
I set out to solve this problem thinking it was just something I was missing in the interface... Now i've seen 2 years+ of requests being ignored by ...read more
JamesG1
Participant
March 03, 2020
Reply to New Companies Report for Dashboard
2nd to this - Our MQL, SQL, Opportunity reports are over-inflated when there are multiple contacts at the business!
JamesG1
Participant
February 28, 2020
Reply to Auto-Enroll for Sequences
Pretty confused as to why this isn't available, I'd assumed this was a basic functionality of the sales / marketing tools to be able to auto enroll c...read more
JamesG1
Participant
February 11, 2020
Reply to Calculate days between dates for reports
Upvote for this, seems like a simple functionality for a CRM system that's touted to support the 'inbound flywheel' to be missing... How am I suppose...read more
JamesG1
Participant
January 07, 2020
Reply to Adding Monthly Invoices to a Company Record (Puppy Gif included)
Hi all, Dragging this one back up from the depths. I'd really appreciate some insights into how to go about associating xero invoicing informat...read more
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