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sk0827
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Member since ‎Jun 29, 2020
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sk0827 on October 05, 2021
reopen closed lost deals?
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
Reply Discussion Professional
0 upvote
2 Replies
ZSinger
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
Creating a report based on sales activity
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
Reply Discussion Starter
1 upvote
2 Replies
sk0827
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 all Workflow Lovers!
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
Reply Discussion Deals Workflows
6 upvotes
13 Replies
donrua
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
report on average sales cycle length
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
Reply Idea Sales Reporting
33 upvotes
11 Replies
DylanWickliffe
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
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
230 upvotes
113 Replies
rsellman
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
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
230 upvotes
113 Replies
rsellman
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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