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JDuong
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Miembro desde ‎jun 16, 2021
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Justin Duong

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JDuong en Junio 15, 2023
Making Campaign and Grouped Ads available on Dashboards
I would love to see the option to add the campaign and grouped ads analytics found on the Marketing > Ads > Manage tab to be saved onto a dashboard to create a centralized location for our marketing KPIs. This would impact any marketing role t Leer más
Responder Idea Analytics Tools
2 Me gusta
0 Respuestas
JDuong en May 09, 2023
Round Robin Meeting Link to set Meeting Organizer as the activity creator.
1. Marketing, Business Development, Sales, and Lead Demand and Generation 2. The goal is to report on a basic key performance indicator of how many meetings business development representatives booked using the Round-Robin Meeting link feature + Leer más
Responder Idea Meetings
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JusinP en Agosto 15, 2021
Capture First meeting date
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.
Responder Idea Account Settings Analytics Tools
1 Me gusta
1 Respuestas
JDuong
Miembro
Marzo 04, 2022
This would also help with reporting on newly booked meetings!
dlaguna-AbH en Enero 25, 2022
Export Record's property history
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,...
Responder Idea Contacts & Companies Properties
14 Me gusta
6 Respuestas
JDuong
Miembro
Marzo 03, 2022
This is a great idea! It would also be very beneficial for other types of analytics. Would be extremely helpful!
rlynn90 en Agosto 20, 2021
Allow Dashboard Filters to Override Custom Reports
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 Leer más
Responder Idea Dashboards & Reports
31 Me gusta
8 Respuestas
JDuong
Miembro
Diciembre 14, 2021
Definitely agree that this is a much needed functionality for reports. This heavily reduces the flexibility of reporting capabilities for custom repo...Leer más
drewspi en Agosto 13, 2020
Who created this deal?
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 Leer más
Responder Idea Dashboards & Reports
10 Me gusta
3 Respuestas
JDuong
Miembro
Julio 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 ...Leer más
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