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Ronenim
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Member since ‎Oct 29, 2020
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Ronenim on July 29, 2022
Filter transcript terms by user/customer
When adding reports by terms used in transcripts there is no use for the data if i cannot filter if the customer used those terms or my rep. It is a very basic info using transcript!
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Ronenim on July 25, 2022
Transcript filtering
Hi, WHen adding search terms it is basic to know if the customer used it or the the sales rep. So you must add a filter for terms indetified on customer side or sales rep side. THanks
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Ronenim on March 11, 2021
Assignment Rules for sales team
Hi, I have many new contacts arriving and i want to assign them based on the progress of each sales representative. Meaning if he has x new contacts that he didnt touch and x deals he still follow up with - do not assign him new contacts untill this read more
Reply Idea Contacts & Companies
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Ronenim
Member
February 24, 2021
Reply to Dashboard cannot use date filter when using cross-reporting across contacts and companies
It is so Basic to have that on sales reports! How can one manage channels or teams without knowing how many sales they mad in the past X time? I ...read more
Ronenim on February 02, 2021
Adding fields to tasks view
In Tasks view It will be helpfull to add contact feilds to understand better the priority of the task In my case it is a date of the service (Move date) feild but i assume other will want other options except date. If i will be able to filter by read more
Reply Idea Tasks
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Ronenim on October 29, 2020
Conditional properties
Hi All, I want to change a feild based on other feilds if 2 feilds match then the input is "x" if they are not the input will be "y" What is the best way?
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