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Augustus
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Member since ‎Sep 2, 2020
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Solved
Augustus on November 03, 2022
Archived deals - deleted or different
In the Deals API, there is a query parameter for "Archived" - does this return deals that have been "Deleted" through the front end CRM application or is there some other way to put deals into an "Archived" status? If it is just "Deleted" deals, read more
Reply Discussion Deals Enterprise
0 upvote
5 Replies
Augustus
Contributor
November 07, 2022
@GBeckwith by the "recycle bin" I think she is referring to where to recover the deleted deals and also to view which deals are deleted/archived - ...read more
Augustus on November 06, 2022
Permanent Archive in deal stage
There needs to be a way to permanently archive a deal rather than simply delete it after 90 days. We want to analyze our performance at each stage of the deal pipeline cycle (both % of deals archived in stage and avg. amount of time in each stage) read more
Reply Idea APIs Deals
0 upvote
0 Reply
Solved
Augustus on November 03, 2022
Archived deals - deleted or different
In the Deals API, there is a query parameter for "Archived" - does this return deals that have been "Deleted" through the front end CRM application or is there some other way to put deals into an "Archived" status? If it is just "Deleted" deals, read more
Reply Discussion Deals Enterprise
0 upvote
5 Replies
Augustus
Contributor
November 07, 2022
@GBeckwith by the "recycle bin" I think she is referring to where to recover the deleted deals and also to view which deals are deleted/archived - ...read more
Solved
Augustus on November 03, 2022
Archived deals - deleted or different
In the Deals API, there is a query parameter for "Archived" - does this return deals that have been "Deleted" through the front end CRM application or is there some other way to put deals into an "Archived" status? If it is just "Deleted" deals, read more
Reply Discussion Deals Enterprise
0 upvote
5 Replies
Augustus
Contributor
November 07, 2022
@GBeckwith by the "recycle bin" I think she is referring to where to recover the deleted deals and also to view which deals are deleted/archived - ...read more
Mmccarthy on February 27, 2020
Filter Dashboards by ANY field
I would like the ability to filter a dashboard by ANY field. Right now the only options are: Date, Owner, Teams, Deal / Ticket Pipeline. We want to filter by a custom field called Products, or antoher called Type.
Reply Idea Sales Reporting
161 upvotes
49 Replies
Augustus
Contributor
May 11, 2022
This is a must have feature - current set-up seems like a major shortcoming of overall reporting capabilities of the platform. We have internal user...read more
Solved
Augustus on May 10, 2022
Different Dashboard Filters for all Reports
In a Dashboard, it appears that there are only 5 options to filter all of the custom reports embedded into the Dashboard - Date Range, Owners, Teams, Deal Pipeline, Ticket Pipeline. This is very limiting. Is there a way to add other filters bas read more
Reply Discussion Enterprise
0 upvote
3 Replies
Augustus
Contributor
May 11, 2022
Thanks.
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