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FosterVA
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Member since ‎May 29, 2020
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Hal on June 25, 2019
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
319 upvotes
119 Replies
Member
January 31, 2023
Thank you for your support
Hal on June 25, 2019
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
319 upvotes
119 Replies
Member
January 31, 2023
Thank you for your support
FosterVA on October 25, 2021
I run a small team and would like to see what tasks they have in their day on my phone. At this time I can not review this data, only my own tasks on my phone. Seeing other team members' day would be very helpful to share workload without logging read more
0 upvote
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Hal on June 25, 2019
Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
319 upvotes
119 Replies
Member
January 31, 2023
Thank you for your support
FosterVA on February 23, 2021
The "inactive" field is in reference to the "last activity date" deal property. This property looks at the last time a note, chat conversation, call, email, meeting, or task was logged for a deal. Changing a deal's property, such as stage, won't co read more
14 upvotes
1 Reply
FosterVA on January 22, 2021
I run 5 pipelines some have very quick responses so 2 inactivity days are bad and I have other pipelines where two weeks is still ok. Having global standards does not match our needs by pipeline. This is a great tool, but I need more control fo read more
0 upvote
0 Reply
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