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NathanL
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Member since ‎Jul 28, 2021
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Nathan LaBarba

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NathanL on April 02, 2024
Editing the recurring revenue report template
I'm a big fan of the new recurring revenue deal properties and the report template that's offered: (Reports -> Sales Outcomes -> Revenue (Beta)). However, I understand the template uses Close Date as the beginning date for the recurring re read more
Reply Idea Sales Reporting
1 upvote
1 Reply
charliepinker on September 26, 2018
Link to individual activities in timeline
It would be really helpful to be able to link to specific activities in the timeline of a company or contact. For example, linking to a specific note or logged call. This will allow our team to share call notes with others by sending them a link, ra read more
Reply Idea Contacts & Companies
53 upvotes
32 Replies
NathanL
Participant
June 16, 2022
Adding my two cents here, often I need others in my company to see or have easy reference to a specific note on a contact. Need ability to send them ...read more
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LocalJobNetwork on September 25, 2019
How do I create a report showing total contacts (from a list) by month?
We are trying to show a report on our dashboard that displays total contacts (in a list we have) by month. We have a report already that shows total contacts (filtered by that list) that were created each month, but we would like to see the tot read more
Reply Discussion
0 upvote
5 Replies
NathanL
Participant
May 13, 2022
Hi - I'm trying to do the same thing, but the "Display Options" drop-down you've directed the user to here does not appear in my custom report builde...read more
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