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JRobertshaw
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Member since ‎Jul 20, 2021
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Jeremy Robertshaw

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JRobertshaw on July 26, 2023
Reporting on Manually entered External Values
Hi, Our client wants to be able to view and report on their entire marketing activity across the business. One of their requirements is to report on total cost per SQL and Opportunity. As all opportunities and SQL are entered in deals it makes s read more
Reply Discussion Enterprise
1 upvote
6 Replies
JRobertshaw
Participant
August 01, 2023
@danmoyle , they have it in Sharepoint so it is cloud based, not sure if that makes a difference What I'm looking for is a way to report against H...read more
Solved
JRobertshaw on July 26, 2023
Reporting on Manually entered External Values
Hi, Our client wants to be able to view and report on their entire marketing activity across the business. One of their requirements is to report on total cost per SQL and Opportunity. As all opportunities and SQL are entered in deals it makes s read more
Reply Discussion Enterprise
1 upvote
6 Replies
JRobertshaw
Participant
August 01, 2023
@danmoyle , they have it in Sharepoint so it is cloud based, not sure if that makes a difference What I'm looking for is a way to report against H...read more
Solved
JRobertshaw on July 26, 2023
Reporting on Manually entered External Values
Hi, Our client wants to be able to view and report on their entire marketing activity across the business. One of their requirements is to report on total cost per SQL and Opportunity. As all opportunities and SQL are entered in deals it makes s read more
Reply Discussion Enterprise
1 upvote
6 Replies
JRobertshaw
Participant
August 01, 2023
@danmoyle , they have it in Sharepoint so it is cloud based, not sure if that makes a difference What I'm looking for is a way to report against H...read more
Solved
JRobertshaw on April 13, 2023
Image Generator for Clients White lable Branding
HI, Our client has a number of business partners that it works with, they have genertated a bunch of Jpeg/png images for thier clients use on social media. Essentially all the same artwork, apart from the customers logo and name are different. W read more
Reply Discussion Enterprise
0 upvote
2 Replies
Solved
JRobertshaw on December 20, 2022
Cleaning a Data String
Hi All, We have an address field that is populated by a third party extension, as the value used in the extension comes from html it is populated with all the line breaks <br> in the text field. We use this property to populate emails that read more
Reply Discussion
0 upvote
1 Reply
Solved
JRobertshaw on December 15, 2022
Sending Line items from Deal in Email
Hi, I've seen similar questions but mainly referenced to shopify etc. We deals sitting in th dash board with line items sitting against the deal. Is there a way that we can send these list of items in an automated email? Thank you
Reply Discussion Professional
0 upvote
1 Reply
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