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kili_siri
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Mitglied seit ‎Mai 8, 2020
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Kilian Massiah

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NHoff on August 27, 2021
Deal Stages report on time spent in each deal stage
Hi, I am having trouble building a report for deal stages the way I want it so am hoping I find an answer here instead... I am looking to build a report that shows me the total (or average) time deals have spent in each stage until they were conver Beitrag ansehen
Antworten Diskussion Deals Reports
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10 Antworten
kili_siri
Teilnehmer/-in
Februar 23, 2022
What's the best property to use for this report: Close Date or Create Date? And why?
kili_siri on August 03, 2021
Sharing quote information when deal won
I would like to send an automated Slack notification (and email notification too, if possible) to our commissioning team about all the deal details, including what line items are included.
Antworten Idee Workflows
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0 Antwort
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kili_siri on Mai 06, 2021
Share pipeline & deal management with partners (e.g. distributors)
Hi everyone! What's the best way to make sure that partners (e.g. distributors, system integrators,...) can easily share all the possible deals they are working on in your pipeline? We are trying to capture also the potential value that our partn Beitrag ansehen
Antworten Diskussion best practices CRM Sales Workaround
1 Likes
7 Antworten
kili_siri
Teilnehmer/-in
Mai 12, 2021
Good points, thanks! The idea of getting exports in CSV file could actually work although it might raise privacy concerns. I'll give it some thought...Beitrag ansehen
Gelöst
kili_siri on Mai 06, 2021
Share pipeline & deal management with partners (e.g. distributors)
Hi everyone! What's the best way to make sure that partners (e.g. distributors, system integrators,...) can easily share all the possible deals they are working on in your pipeline? We are trying to capture also the potential value that our partn Beitrag ansehen
Antworten Diskussion best practices CRM Sales Workaround
1 Likes
7 Antworten
kili_siri
Teilnehmer/-in
Mai 12, 2021
Good points, thanks! The idea of getting exports in CSV file could actually work although it might raise privacy concerns. I'll give it some thought...Beitrag ansehen
Gelöst
kili_siri on Mai 06, 2021
Share pipeline & deal management with partners (e.g. distributors)
Hi everyone! What's the best way to make sure that partners (e.g. distributors, system integrators,...) can easily share all the possible deals they are working on in your pipeline? We are trying to capture also the potential value that our partn Beitrag ansehen
Antworten Diskussion best practices CRM Sales Workaround
1 Likes
7 Antworten
kili_siri
Teilnehmer/-in
Mai 12, 2021
Good points, thanks! The idea of getting exports in CSV file could actually work although it might raise privacy concerns. I'll give it some thought...Beitrag ansehen
Gelöst
jmgrand on Oktober 11, 2018
Ad blockers preventing forms from rendering?
Has anyone else had issues with ad blockers causing landing page forms not to render? If so, are there fixes or workarounds for this issue?
Antworten Diskussion
1 Likes
3 Antworten
kili_siri
Teilnehmer/-in
Januar 26, 2021
Just yesterday I checked our website, with ad-blocker on, and no message appeared. Is there something specific we can/should do? I've added two ...Beitrag ansehen
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