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kili_siri
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NHoff en Agosto 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 Leer más
Responder Conversación Deals Reports
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10 Respuestas
kili_siri
Participante
Febrero 23, 2022
What's the best property to use for this report: Close Date or Create Date? And why?
kili_siri en Agosto 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.
Responder Idea Workflows
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kili_siri en May 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 Leer más
Responder Conversación best practices CRM Sales Workaround
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7 Respuestas
kili_siri
Participante
May 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...Leer más
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kili_siri en May 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 Leer más
Responder Conversación best practices CRM Sales Workaround
1 Me gusta
7 Respuestas
kili_siri
Participante
May 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...Leer más
Resuelta
kili_siri en May 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 Leer más
Responder Conversación best practices CRM Sales Workaround
1 Me gusta
7 Respuestas
kili_siri
Participante
May 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...Leer más
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jmgrand en Octubre 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?
Responder Conversación
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3 Respuestas
kili_siri
Participante
Enero 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 ...Leer más
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