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daveon
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Member since ‎Oct 12, 2017
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daveon on February 27, 2024
Removing context from leads (new Prospecting view)
Hi, I like the prospecting view but I don't quite follow how I can use leads. My problem is this - we have all users of our product in our CRM and some are customers but I can't see to mark them as customers and have them disappear from the lead read more
Reply Discussion Professional
0 upvote
1 Reply
Solved
daveon on September 01, 2023
Goals - can anybody get them to work reliably?
I have been trying to get goals working but I feel like it just isn't working, I've tried support and I've had multiple runs at this but I can't see to reliably track metrics. We run quarterly sales revenue goals across the team. I have, just ab read more
Reply Discussion Professional
1 upvote
3 Replies
Solved
SRucker on July 28, 2022
How to set goals for Deal Created vs. Goal report?
I am creating a Deal Created vs. Goal report, but I can't figure out how to actually set the goal - mine is sitting at 0?
Reply Discussion Deals Reports
0 upvote
2 Replies
daveon
Contributor
September 01, 2023
So I have goals set but they just don't appear in this report. I've got to be honest, the goals functionality just does not seem ready for prime ti...read more
angara on April 06, 2020
Custom properties for Tasks
We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r read more
Reply Idea Tasks
323 upvotes
89 Replies
daveon
Contributor
August 01, 2023
+another because it would be REALLY helpful to have tasks grouped by sales type when I'm looking at a long list of stuff to do or checking what other...read more
daveon on July 25, 2023
Getting a conversion rate report
I have a horrible feeling this can't be done in a report but we recently changed our pipeline deal stages and I have now lost the conversion rate from the funnel diagram. I tried changing to "ANY" from "ALL" but that just gives me totals and not read more
Reply Discussion Professional
0 upvote
3 Replies
daveon
Contributor
July 25, 2023
Created new ones, or rather added a couple of new ones
daveon on July 25, 2023
Getting a conversion rate report
I have a horrible feeling this can't be done in a report but we recently changed our pipeline deal stages and I have now lost the conversion rate from the funnel diagram. I tried changing to "ANY" from "ALL" but that just gives me totals and not read more
Reply Discussion Professional
0 upvote
3 Replies
daveon
Contributor
July 25, 2023
Created new ones, or rather added a couple of new ones
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