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douglas_volt
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Member since ‎Jun 29, 2021
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Douglas Ferguson

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douglas_volt on July 26, 2021
Reports w/ Deals + Sales Activities - Options for Outer Join
Currently, when building a report with deals and sales activities, the report will contain a join of the deal properties and activity fields for each activity associated with the deal. Since this is an inner join, any deals without activity ar read more
Reply Idea Dashboards & Reports Deals Tasks
1 upvote
1 Reply
douglas_volt on July 24, 2021
Deals Report w/ # of incomplete tasks, overdue tasks, drill down, and link to deal
Hi, I've been wishing that the deals pipeline allowed me to bubble up tasks and overdue tasks on the pipeline cards. This would be great for our status meeting to make sure the team is using tasks and nothing is falling off the plate. I cre read more
Reply Discussion Reports
2 upvotes
2 Replies
douglas_volt
Member
July 26, 2021
Hi there, That's the conclusion I also came to. Are you aware if there is any way to formulate the report that would include sales activity witho...read more
douglas_volt on July 26, 2021
Deals - Ability to see/filter by tasks
When reviewing our deal pipeline we want to see if there are overdue tasks or no assigned tasks for a deal. This tells us that the deal has dropped off the radar. Currently, this requires a workaround and is cumbersome at best.
Reply Idea Deals Tasks
2 upvotes
0 Reply
douglas_volt on July 26, 2021
[Gmail Plugin - Task View] Add company, contact, deal for context
Currently, the last list in Gmail is not usable. Because it just has the title of the task which in most cases for me is just "Follow Up". It would be nice to have context on who/what I'm am following up on. Then I wouldn't have to drill down in read more
Reply Idea Tasks
0 upvote
0 Reply
douglas_volt on July 24, 2021
Deals Report w/ # of incomplete tasks, overdue tasks, drill down, and link to deal
Hi, I've been wishing that the deals pipeline allowed me to bubble up tasks and overdue tasks on the pipeline cards. This would be great for our status meeting to make sure the team is using tasks and nothing is falling off the plate. I cre read more
Reply Discussion Reports
2 upvotes
2 Replies
douglas_volt
Member
July 26, 2021
Hi there, That's the conclusion I also came to. Are you aware if there is any way to formulate the report that would include sales activity witho...read more
douglas_volt on June 29, 2021
Identify API
I'm executing the identify API when my "thank you" modal appears. This is my code: try { var _hsq = window._hsq = window._hsq || []; _hsq.push(["identify",{ "email": email }]); _hsq.push(['setPath', '/#/consultation-thankyou']); read more
Reply Discussion Forms
1 upvote
4 Replies
douglas_volt
Member
June 30, 2021
Thanks for that. The doc you shared aligned with my expectations as well, but something is definitely not working right. I thought maybe it was b...read more
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