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SComeau
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Member since ‎Jan 4, 2021
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Sandy Comeau

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SComeau on December 17, 2024
Hello! Sometimes after we close a deal as Closed Won, we have to adjust the Deal value for one reason or another. Just looking for best practice on this and if anyone sees an issue with doing this. We do track the change via a Microsoft BI integra read more
1 upvote
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December 12, 2024
Thanks for the suggestion, I checked and it only gives average time in each stage by rep. The Days to Close doesn't help since it truly takes the Clo...read more
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December 12, 2024
Thanks, I knew we had that available but it isn't working for what I need. We need an easy way to determine how long a deal is in the pipeline. Even ...read more
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SComeau on December 12, 2024
Hello, I need to report on how many days a deal is in the pipeline. Is there a field already created to report on that? Or can someone give me a simple formula? I would need "todays date"-Create Date but can't figure out how to do that. Any help a read more
1 upvote
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October 10, 2024
I am having the same issue. I would think if we closed a Deal related to ANY asset on the campaign that it would measure it. What is the best way to ...read more
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September 24, 2024
Thank you.. but this seems like a lot of work. How do most people handle deal attribution from a list of trade show attendees? When I try to create a...read more
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