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RVinge
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Member since ‎Jan 18, 2022
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Rasmus Vinge

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NHoff on June 28, 2021
Deal Reporting on dates it has moved to a certain stage
Hi, We are looking on creating a report/dashboard that gets sent to us on a weekly basis, showing all deals that moved to a certain deal stage during the last 7 days (for example). I'm not getting the right result I'm hoping for so hopefully som read more
Reply Discussion Deals
3 upvotes
15 Replies
RVinge
Participant
January 31, 2022
Hi Cbaker19. Can you please share the settings for your report, that shows deal changed stages in the last 7 days. I'm banging my head against the w...read more
Solved
NHoff on June 28, 2021
Deal Reporting on dates it has moved to a certain stage
Hi, We are looking on creating a report/dashboard that gets sent to us on a weekly basis, showing all deals that moved to a certain deal stage during the last 7 days (for example). I'm not getting the right result I'm hoping for so hopefully som read more
Reply Discussion Deals
3 upvotes
15 Replies
RVinge
Participant
January 31, 2022
Hi Cbaker19. Can you please share the settings for your report, that shows deal changed stages in the last 7 days. I'm banging my head against the w...read more
JennPape on June 11, 2018
Past Due Activities Still Count as "Next Activity Date"
Currently, if a task is past due, they system will not recognize a "next activity date" and it will appear that there is no task set. I use the "next activity date is unknown" filter to quickly find new contacts that have been added to our dat read more
Reply Idea
32 upvotes
25 Replies
RVinge
Participant
January 18, 2022
+1
Solved
jlat-newton on December 06, 2021
Find deals with no upcoming task
Hi, In order to help salespeople organize, I need to identify all deals that do not have an upcoming task (so that they ALWAYS have one). I can't find a way to do it, thanks for your help. Jules
Reply Discussion Deals Tasks
0 upvote
6 Replies
RVinge
Participant
January 18, 2022
I have set up a view in deals to filter for deals with "next activity date is unknown", but there are still deals in this view. See screenshot below ...read more
cweimert on May 10, 2021
Create filter for Companies without an open task
It would be beneficial to have a filter in the task view to pull up companies / contacts that do not have an open task associated to their record. This provides more insight in a larger database.
Reply Idea Tasks
37 upvotes
19 Replies
RVinge
Participant
January 18, 2022
And for deals...
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