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Nikboe
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Member since ‎Feb 7, 2020
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  • solutions
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Niklas Boeckmann

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stephentradify on July 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to read more
Reply Idea Lists Workflows
409 upvotes
103 Replies
Nikboe
Participant
July 09, 2020
Addition: Especially needed for custom deal amounts. We calculate our deal amount based on a few variables. If the variable fees are higher than our ...read more
stephentradify on July 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to read more
Reply Idea Lists Workflows
409 upvotes
103 Replies
Nikboe
Participant
July 09, 2020
Addition: Especially needed for custom deal amounts. We calculate our deal amount based on a few variables. If the variable fees are higher than our ...read more
MarionFrelon on June 07, 2019
Sales reporting on year comparison
Hey there, after onboarding a new customer on Sales Pro, I have struggled with one of his request that seem to me to be a basic request for sales follow-up : they wanted to be able to build a custom deal report for one deal owner, showing deals read more
Reply Idea Sales Reporting
53 upvotes
17 Replies
Nikboe
Participant
May 19, 2020
We really need this feature. It's an absolute pain point for us. A lot of charts in our KPI report have to compare months/years in column charts. We ...read more
Kaleudia on December 18, 2018
Calculate days between dates for reports
It would be good to be able to calculate days between two dates, for example "Days between a lead became MQL until it became a Client", and so with all date fields.
Reply Idea Contacts & Companies
207 upvotes
48 Replies
Nikboe
Participant
May 17, 2020
Need this!
Solved
Nikboe on May 14, 2020
Track blog post / lead creation conversion rate
Hi, I would like to track how many visitors that came through our blog converted into a lead via a form. So the reporting would be: 100 views on blog / 5 new contacts generated / 5% conversion rate. That way we can track the success of o read more
Reply Discussion Traffic Analytics Website Analytics
0 upvote
3 Replies
Solved
Nikboe on April 17, 2020
Form with file in email - without creating multiple forms and workflows
Hi, what I basically want to do is: Form filled out --> send email with file based on form But I have 20+ files and don't want to create a form + automated workflow for each of the files. What is the easiest way to do that? A hidden read more
Reply Discussion Automation Forms
0 upvote
1 Reply
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