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sk0827
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Member since ‎Jun 29, 2020
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Samantha Kates

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sk0827 on October 05, 2021
We have this scenerio pretty often. A customer is an open deal and then decides not to move ahead so we mark it closed/lost. A few weeks/months later they resurface and want to revisit or even just move forward. Id like to reopen the old deal s read more
0 upvote
2 Replies
Participant
January 24, 2022 07:43
I have this same scenario often and agree with your sentiment. Have you figured out an effective workflow vs. just creating a new deal? We have ...read more
Solved
dwightbailey on January 23, 2021
I want to create a report that shows me total number of sales activities within a set time period and total quantity of deals won in that same period (so I can analyse how many sales activities are required on average per deal won). I can then set n read more
1 upvote
2 Replies
Participant
September 13, 2021 10:07
Just wondering how to do that custom report if we are on professional?
LizCoralli on May 13, 2021
Calling out to all our workflow lovers - what is your favourite workflow you've created that has really helped the way you work? We'll start - reminders to update deals when the close date is in the past but the deal is still open. SO help read more
6 upvotes
13 Replies
Contributeur de premier rang
May 06, 2022 15:19
Would love to see that mapped out if you have a ppt deck or something showing the pieces and steps in the journey.
jane2 on May 31, 2019
There's currently no way to create dashboard reports for looking at the average sales cycle length. 'Time to close' doesn't do it, because that uses all close dates, not just dates for sales that have actually closed. The nearest you can get read more
33 upvotes
11 Replies
Member | Elite Partner
March 03, 2022 13:44
@CBoon I strongly disagree. Haha. But thank you for the kind words.
ScottH on June 12, 2017
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Participant
May 16, 2022 07:35
@AFormigoni I may not understand the question correctly, but I believe the question is "How do you decide who is the primary contact, and who are t...read more
ScottH on June 12, 2017
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Participant
May 16, 2022 07:35
@AFormigoni I may not understand the question correctly, but I believe the question is "How do you decide who is the primary contact, and who are t...read more
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