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douglas_volt
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Membre depuis ‎juin 29, 2021
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douglas_volt le Juillet 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 Lire la suite
Répondre Idée Dashboards & Reports Deals Tasks
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1 Réponse
douglas_volt le Juillet 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 Lire la suite
Répondre Discussion Reports
2 Mentions J'aime
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douglas_volt
Membre
Juillet 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...Lire la suite
douglas_volt le Juillet 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.
Répondre Idée Deals Tasks
2 Mentions J'aime
0 Réponse
douglas_volt le Juillet 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 Lire la suite
Répondre Idée Tasks
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douglas_volt le Juillet 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 Lire la suite
Répondre Discussion Reports
2 Mentions J'aime
2 Réponses
douglas_volt
Membre
Juillet 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...Lire la suite
douglas_volt le Juin 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']); Lire la suite
Répondre Discussion Forms
1 Mention J'aime
4 Réponses
douglas_volt
Membre
Juin 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...Lire la suite
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