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emacd33
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Member since ‎Sep 28, 2022
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  • Upvotes Given
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  • Upvotes Received
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Erin MacDonald

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emacd33 on September 01, 2023
I am trying to build a report that shows all of our active customers and their ARR for the current year. The ARR could be made up of multiple deals in a company but I would also like to roll up child companies to their parents and only show the par read more
1 upvote
2 Replies
Participant
September 06, 2023
This is the (very clunky) workaround I've put together for now. I would love for someone to tell me I'm crazy and this can all be done in one or two...read more
TomB on August 02, 2022
i would like to see the workload of my team mates in regards to all there tasks. therefore i am missing the possibility to see tasks created in the marketing hub associated with campaigns in the sales hub tasks overview. So in detail i would read more
6 upvotes
3 Replies
Participant
September 05, 2023
Just want to strongly second this. My team and I just worked through several campaigns and set up dozens of tasks so we can better stay on top of al...read more
emacd33 on September 01, 2023
I am trying to build a report that shows all of our active customers and their ARR for the current year. The ARR could be made up of multiple deals in a company but I would also like to roll up child companies to their parents and only show the par read more
1 upvote
2 Replies
Participant
September 06, 2023
This is the (very clunky) workaround I've put together for now. I would love for someone to tell me I'm crazy and this can all be done in one or two...read more
emacd33 on April 10, 2023
Right now when using the goals tool I have to cycle through each goal type then update filters based on user and goal status. If I'm reviewing goals with a specific user I have to update the same filters 4 times to see each of their types of goals. read more
2 upvotes
1 Reply
Solved
emacd33 on February 27, 2023
I am setting up the Forcasting tool for my company but am having a hard time getting it show only specific people. I have one team with 6 people in it. One person on the team is not showing up in the forecast. Another person on the team is showing read more
0 upvote
2 Replies
Solved
emacd33 on December 19, 2022
We have a "client health score" property that has a green, yellow, or red value. I am looking to create a workflow to notify people when the health score has been downgraded (green to yellow, yellow to red, green to red). Is there a way to set t read more
0 upvote
3 Replies
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