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platinumids
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Member since ‎Dec 1, 2017
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SalesVPScott on April 24, 2017
Create Meeting Topics - Ability to tag or indicate a meeting type
In sales you need to see the progress of an account through the pipeline. You also need to fill the top of the funnel with appointments! I am asking for the ability to tag or name types of appointments so we can see if the reps are putting the ri read more
Reply Idea Meetings
6 upvotes
13 Replies
platinumids
Member
January 24, 2018
Is there a way to report on these meeting and call types. I've not been able to figure it out. Need a report that shows me meeting and call types, ...read more
SalesVPScott on April 24, 2017
Create Meeting Topics - Ability to tag or indicate a meeting type
In sales you need to see the progress of an account through the pipeline. You also need to fill the top of the funnel with appointments! I am asking for the ability to tag or name types of appointments so we can see if the reps are putting the ri read more
Reply Idea Meetings
6 upvotes
13 Replies
platinumids
Member
January 24, 2018
Is there a way to report on these meeting and call types. I've not been able to figure it out. Need a report that shows me meeting and call types, ...read more
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