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JDuong
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Membre depuis ‎juin 16, 2021
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Justin Duong

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JDuong le Juin 15, 2023
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 Lire la suite
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JDuong le Mai 09, 2023
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 + Lire la suite
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JusinP le Août 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.
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Mars 04, 2022
This would also help with reporting on newly booked meetings!
dlaguna-AbH le Janvier 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,...
14 Mentions J'aime
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Mars 03, 2022
This is a great idea! It would also be very beneficial for other types of analytics. Would be extremely helpful!
rlynn90 le Août 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 Lire la suite
31 Mentions J'aime
8 Réponses
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Décembre 14, 2021
Definitely agree that this is a much needed functionality for reports. This heavily reduces the flexibility of reporting capabilities for custom repo...Lire la suite
drewspi le Août 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 Lire la suite
10 Mentions J'aime
3 Réponses
Membre
Juillet 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 ...Lire la suite
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