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Tiff
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Membre depuis ‎févr. 21, 2020
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Tiffany Kendall

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Activité

HelenPantel le Mars 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on Lire la suite
Répondre Idée Sales Reporting
143 Mentions J'aime
30 Réponses
Tiff
Participant
Avril 18, 2024
This is becoming more and more vital. We also have sales specialists and we ideally need to track the meetings they attended and with whom so we can ...Lire la suite
rjohnsonM3 le Mai 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter Lire la suite
Répondre Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 Mentions J'aime
14 Réponses
Tiff
Participant
Juin 17, 2021
I did add that filter @craigh but like you said I still have the issue of it not picking up the ones with no activity even if I put "or activity da...Lire la suite
rjohnsonM3 le Mai 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter Lire la suite
Répondre Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 Mentions J'aime
14 Réponses
Tiff
Participant
Juin 17, 2021
I did add that filter @craigh but like you said I still have the issue of it not picking up the ones with no activity even if I put "or activity da...Lire la suite
Résolues
Sanjiiv le Janvier 13, 2020
Previous deal stage
Hi, I'd like to create a report to show where deals were before they were marked as lost. E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc. Is there any way to do this without having to click into each individual deal t Lire la suite
Répondre Discussion Revenue Analytics Sales Dashboard
4 Mentions J'aime
12 Réponses
Tiff
Participant
Août 20, 2020
I sort of worked it out but it will only work once a deal moves into a non active deal stage. So I did a workflow that updated the Last deal Stage ...Lire la suite
Résolues
Sanjiiv le Janvier 13, 2020
Previous deal stage
Hi, I'd like to create a report to show where deals were before they were marked as lost. E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc. Is there any way to do this without having to click into each individual deal t Lire la suite
Répondre Discussion Revenue Analytics Sales Dashboard
4 Mentions J'aime
12 Réponses
Tiff
Participant
Août 20, 2020
I sort of worked it out but it will only work once a deal moves into a non active deal stage. So I did a workflow that updated the Last deal Stage ...Lire la suite
Tiff le Août 14, 2020
Win loss reporting excluding losses from a particular stage
I am wanting to create a report on losses that excludes lost deals from a particular stage (in our case suspect). Whilst I can create the lost report I can't seem to exclude deals that came straight from that stage as we only appear to now have the Lire la suite
Répondre Discussion Sales Dashboard
0 Mention J'aime
1 Réponse
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