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JDuong
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Member since ‎Jun 16, 2021
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Justin Duong

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JusinP on August 15, 2021
it would be great if we can capture the first meeting date that we had with a prospect, that way when we run reporting we can see from the first meeting to the last meeting how long it took to close the deal.
Member
March 04, 2022
This would also help with reporting on newly booked meetings!
dlaguna-AbH on January 25, 2022
It would be interesting to be able to export the history of properties, or changes made in a specific record. Knowing the number of updates of a registry can be decisive when acquiring licenses from integrators such as Zapier,...
Member
March 03, 2022
This is a great idea! It would also be very beneficial for other types of analytics. Would be extremely helpful!
rlynn90 on August 20, 2021
We need to have the functionality for custom reports to be overriden by the dashboard-wide filtering settings. For example, we have many reports that were built using the custom report builder (with filtering set for "contact owner is any of Me" tha read more
13 upvotes
4 Replies
Contributor
May 06, 2022
Yes, please! It's pointless to have the filter if half of my reports won't work for it.
drewspi on August 13, 2020
I don't know. Let me take 5-7 clicks to find that out for you. Here's Camila showing me where I can find the user that created the deal record: https://drive.google.com/file/d/1QiZK--q3RwIHnfPS4EjRAus-DcDTyjxu/view Wouldn't it be read more
10 upvotes
3 Replies
Member
July 21, 2021
Hi Everyone! If you navigate to the custom report builder you will find the option under the deals category for "Created by User ID". This seems to ...read more
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