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AFormigoni
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Member since ‎Sep 23, 2021
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Allan Formigoni

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AFormigoni on May 25, 2022
Using Funnel Report for old leads
Hi all, 1. The funnel report seems pretty straightforward for contacts that go through each stage properly. But do you use a different approach for contacts that converted to a different stage after a long period? E.g., contact became a Lead six read more
Reply Discussion best practices
2 upvotes
5 Replies
AFormigoni
Participant
June 02, 2022
Thanks, Dan! I'll take a look at the resources you sent me.
Solved
AFormigoni on May 25, 2022
Using Funnel Report for old leads
Hi all, 1. The funnel report seems pretty straightforward for contacts that go through each stage properly. But do you use a different approach for contacts that converted to a different stage after a long period? E.g., contact became a Lead six read more
Reply Discussion best practices
2 upvotes
5 Replies
AFormigoni
Participant
June 02, 2022
Thanks, Dan! I'll take a look at the resources you sent me.
Solved
AFormigoni on May 25, 2022
Using Funnel Report for old leads
Hi all, 1. The funnel report seems pretty straightforward for contacts that go through each stage properly. But do you use a different approach for contacts that converted to a different stage after a long period? E.g., contact became a Lead six read more
Reply Discussion best practices
2 upvotes
5 Replies
AFormigoni
Participant
June 02, 2022
Thanks, Dan! I'll take a look at the resources you sent me.
ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
273 upvotes
137 Replies
AFormigoni
Participant
May 23, 2022
Hi @rsellman I've been working on your recommendation, but it's still unclear if I should add any specific actions to this workflow to pick th...read more
ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
273 upvotes
137 Replies
AFormigoni
Participant
May 23, 2022
Hi @rsellman I've been working on your recommendation, but it's still unclear if I should add any specific actions to this workflow to pick th...read more
ScottH on June 12, 2017
Company Lifecycle Funnel report
Should be able to make a 'Company Lifecycle Funnel' widget with conversion rates between each Lifecycle stage (see 'Contact Lifecycle Funnel' widget for example).
Reply Idea Lead Flows Marketing Reporting Sales Reporting
273 upvotes
137 Replies
AFormigoni
Participant
May 23, 2022
Hi @rsellman I've been working on your recommendation, but it's still unclear if I should add any specific actions to this workflow to pick th...read more
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