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jeffhaessler
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Member since ‎Nov 15, 2017
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jeffhaessler on March 28, 2019
New deals aren't showing up
Deals created today are not showing up in the deals page (see below). Created a Test deal in the Sales Pipeline in stage Demo scheduled. After refreshing several times, it's still not appearing. Restarted the browser, no success. (Chrome: Versi read more
Reply Discussion Deals
0 upvote
3 Replies
jeffhaessler
Participant
March 28, 2019
In fact, new Companies aren't showing up in search results either. What's broken?
Solved
jeffhaessler on March 28, 2019
New deals aren't showing up
Deals created today are not showing up in the deals page (see below). Created a Test deal in the Sales Pipeline in stage Demo scheduled. After refreshing several times, it's still not appearing. Restarted the browser, no success. (Chrome: Versi read more
Reply Discussion Deals
0 upvote
3 Replies
jeffhaessler
Participant
March 28, 2019
In fact, new Companies aren't showing up in search results either. What's broken?
Solved
PaulSolomon on July 19, 2018
Can not import company - not authorized
Hey guys and girls. I have a problem with the free sales CRM. I've cleaned up my contacts and companies lists (deleted everything) to start clean with some new fields. I'm trying to import the companies list, but I get the following error: read more
Reply Discussion Companies Import
1 upvote
2 Replies
jeffhaessler
Participant
July 19, 2018
Was just about to post the same thing, which is happening to me also:
Solved
jeffhaessler on May 17, 2018
Deals missing from Deals Won and Lost report
The Deals Won and Lost report in the dashboard is not picking up some of my closed-won deals. See screenshots below - there is a closed-won deal with a date of May 15, 2018, but the dashboard report shows 0 deals: They are from the same pipeli read more
Reply Discussion
0 upvote
5 Replies
jeffhaessler
Participant
May 17, 2018
Thanks Phil, I see that it is indeed set up by create date by default. However I don't have the option to change this:
Solved
jeffhaessler on May 17, 2018
Deals missing from Deals Won and Lost report
The Deals Won and Lost report in the dashboard is not picking up some of my closed-won deals. See screenshots below - there is a closed-won deal with a date of May 15, 2018, but the dashboard report shows 0 deals: They are from the same pipeli read more
Reply Discussion
0 upvote
5 Replies
jeffhaessler
Participant
May 17, 2018
Thanks Phil, I see that it is indeed set up by create date by default. However I don't have the option to change this:
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