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CHall96
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Member since ‎Nov 18, 2021
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Courtney Hall

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CHall96 on November 08, 2024
Reporting on Sales Follow Up After a Webinar / Trade Show
Does anyone have tips on how best report on what happens after a webinar? We want our BD team to follow up with people that attend webinars. It's easy enough to segment that out (we use Zoom) but where it falls apart is reporting on Sales Activity. read more
Reply Discussion Webinar
2 upvotes
2 Replies
CHall96
Participant
November 09, 2024
Hi Harsh, That is helpful but I’m looking for how to create a sales activity report to hold people accountable for following up with webinar attendee...read more
CHall96 on November 08, 2024
Reporting on Sales Follow Up After a Webinar / Trade Show
Does anyone have tips on how best report on what happens after a webinar? We want our BD team to follow up with people that attend webinars. It's easy enough to segment that out (we use Zoom) but where it falls apart is reporting on Sales Activity. read more
Reply Discussion Webinar
2 upvotes
2 Replies
CHall96
Participant
November 09, 2024
Hi Harsh, That is helpful but I’m looking for how to create a sales activity report to hold people accountable for following up with webinar attendee...read more
NForke on September 05, 2023
Team unable to edit Deals
My team is getting the following message under deals: "Your permissions don't allo you to edit this record." We need them to be able to edit thd deal stage for when a sale advances to the next stage. Especially when the deal is sold. I am the super read more
Reply Discussion Professional
0 upvote
3 Replies
CHall96
Participant
September 13, 2023
I am experiencing the same issue with my team and nothing has been changed in their permissions. I have opened a ticket, but haven't heard back yet. ...read more
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