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douglas_volt
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douglas_volt on Julho 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 Leia mais
Responder Idéia Dashboards & Reports Deals Tasks
1 avaliações positivas
1 Respostas
douglas_volt on Julho 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 Leia mais
Responder Discussão Reports
2 avaliações positivas
2 Respostas
douglas_volt
Membro
Julho 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...Leia mais
douglas_volt on Julho 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.
Responder Idéia Deals Tasks
2 avaliações positivas
0 Respostas
douglas_volt on Julho 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 Leia mais
Responder Idéia Tasks
0 avaliações positivas
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douglas_volt on Julho 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 Leia mais
Responder Discussão Reports
2 avaliações positivas
2 Respostas
douglas_volt
Membro
Julho 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...Leia mais
douglas_volt on Junho 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']); Leia mais
Responder Discussão Forms
1 avaliações positivas
4 Respostas
douglas_volt
Membro
Junho 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...Leia mais
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