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FosterVA
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Mitglied seit ‎Mai 29, 2020
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Hal on Juni 25, 2019
Time in Deal Stage
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!!
Antworten Idee Deals
325 Likes
122 Antworten
FosterVA
Mitglied
Januar 31, 2023
Thank you for your support
Hal on Juni 25, 2019
Time in Deal Stage
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!!
Antworten Idee Deals
325 Likes
122 Antworten
FosterVA
Mitglied
Januar 31, 2023
Thank you for your support
FosterVA on Oktober 25, 2021
Review tasks and other work for my team members on IOS App.
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 Beitrag ansehen
Antworten Idee Tasks
0 Likes
0 Antwort
Hal on Juni 25, 2019
Time in Deal Stage
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!!
Antworten Idee Deals
325 Likes
122 Antworten
FosterVA
Mitglied
Januar 31, 2023
Thank you for your support
FosterVA on Februar 23, 2021
Deal card inactive days
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 Beitrag ansehen
Antworten Idee Deals
14 Likes
1 Antwort
FosterVA on Januar 22, 2021
Cards on Pipeline for inactivity should be pipeline pacific not global locked
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 Beitrag ansehen
Antworten Idee Deals
0 Likes
0 Antwort
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