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emacd33
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Membre depuis ‎sept. 28, 2022
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  • Mentions J'aime obtenues
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Activité

emacd33 le Septembre 01, 2023
ARR Rollup to company level
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 Lire la suite
Répondre Discussion Enterprise
1 Mention J'aime
2 Réponses
emacd33
Participant
Septembre 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...Lire la suite
TomB le Août 02, 2022
Campaign tasks visible in sales task overview
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 Lire la suite
Répondre Idée Tasks
6 Mentions J'aime
3 Réponses
emacd33
Participant
Septembre 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...Lire la suite
emacd33 le Septembre 01, 2023
ARR Rollup to company level
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 Lire la suite
Répondre Discussion Enterprise
1 Mention J'aime
2 Réponses
emacd33
Participant
Septembre 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...Lire la suite
emacd33 le Avril 10, 2023
View All Goals By User
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. Lire la suite
Répondre Idée Sales Reporting
2 Mentions J'aime
1 Réponse
Résolues
emacd33 le Février 27, 2023
Hide certain users from Forecast
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 Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
2 Réponses
Résolues
emacd33 le Décembre 19, 2022
Workflow looking at previous property value
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 Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
3 Réponses
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