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NRes
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Member since ‎Jul 27, 2021
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NRes
Participant
December 14, 2021
Reply to Funnel Report starting data is wrong
@karstenkoehler Thanks for your speedy reply. No, they wouldn't be created anywhere else. Our leads are instantly dropped into the first st...read more
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NRes on December 14, 2021
Funnel Report starting data is wrong
I have two types of charts. One chart is simple a scorecard number and I've set it to filter leads that are newly created and created within 1 month. It says we have 111 leads right now. Now I've created a very simple funnel that should read more
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NRes
Participant
December 09, 2021
Reply to New Feature? Next Step/Cumulative Conversion on Funnel Report?
The other issue with these funnels is that they refer to the dates the object was created. For example instead of allowing me to select a data set of...read more
NRes
Participant
December 08, 2021
Reply to Report that averages time it requires to close tasks by user and overall
I am sitting here with a sales rep using my iPhone as a timer and I'm going to take a screenshot when we're done shadowing. I hit "lap" each time the...read more
NRes
Participant
July 27, 2021
Reply to Rotating leads with fixed distribution percentages
JoeMayall said " I'm happy to report that this is "Delivered"! By using the Custom Code Action in workflows, you can rotate leads with fixed...read more
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