LMichael

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solutions
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Replies
4
Upvotes Given
18
Upvotes Received
3
Ideas
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Laura Michael

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Activity

LMichael

Participant

August 22, 2022

Reply to Average Reponse Time to Emails

Erol - have you found a report or work around? The first response time report doesn't give near enough information.

LMichael

Participant

June 13, 2022

Reply to Schedule Meeting Using Mobile App

This would be great! Our sales people are out in the field a lot and need to be able to create meetings when they are out before they forget when the...read more

LMichael on May 17, 2022

Line Item Reporting - Deals with No Line Items

I would like to be able to run a report to see what deals are missing line items. With a custom report I can see line item names and if a deal has a line item that doesn't have a name, but no option to filter deals with no line item. There is also read more

Reply Idea Sales Reporting

2 upvotes

0 Reply

LMichael

Participant

February 25, 2022

Reply to Team Mentions (@mention Team)

This would be fantastic! We would love this idea for our sales team to communicate with our office team

LMichael

Participant

January 26, 2022

Reply to Workflow to Set Contact Owner by Zip Code

You are a lifesaver! Thank you so much for your help!

LMichael

Participant

January 26, 2022

Reply to Workflow to Set Contact Owner by Zip Code

Thanks Karsten! That makes sense. Now the issue I'm running into is I don't have the "is equal to any" option, just "is equal to." So when I paste my...read more

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