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JReynolds9
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James Reynolds

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JReynolds9 on April 04, 2022
Exporting call reports based on what's in a transcript
Hey there! I have the situation where I'm trying to export call records and reports that have a transcript which include specific key words. In this case, I am looking for all calls with transcripts that have "unbiased hiring" mentioned in the tran read more
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JReynolds9 on January 11, 2022
How do I know if I have deals connected to a pipeline?
Hi There! Apologies if this is an obvious question but I have browsed the community and can't appear to find a clear response to the question in the subject header. I want to clean up and remove old pipelines. I understand too that I would have to read more
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JReynolds9
Participant
January 25, 2022
Hi @karstenkoehler ! Thank you for the reply two weeks ago: our company now knows what the steps look like. I'd like to circle back to something rat...read more
Solved
JReynolds9 on January 11, 2022
How do I know if I have deals connected to a pipeline?
Hi There! Apologies if this is an obvious question but I have browsed the community and can't appear to find a clear response to the question in the subject header. I want to clean up and remove old pipelines. I understand too that I would have to read more
Reply Discussion Enterprise
0 upvote
4 Replies
JReynolds9
Participant
January 25, 2022
Hi @karstenkoehler ! Thank you for the reply two weeks ago: our company now knows what the steps look like. I'd like to circle back to something rat...read more
Solved
JReynolds9 on January 11, 2022
How do I know if I have deals connected to a pipeline?
Hi There! Apologies if this is an obvious question but I have browsed the community and can't appear to find a clear response to the question in the subject header. I want to clean up and remove old pipelines. I understand too that I would have to read more
Reply Discussion Enterprise
0 upvote
4 Replies
JReynolds9
Participant
January 25, 2022
Hi @karstenkoehler ! Thank you for the reply two weeks ago: our company now knows what the steps look like. I'd like to circle back to something rat...read more
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