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PPlant4
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Member since ‎Apr 11, 2023
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PPlant4
Contributor
April 23, 2024
Reply to Create "time in deal stage" report
I don't have it either...so frustrating.
PPlant4
Contributor
March 11, 2024
Reply to Report on a specific meeting link
Agreed. We use the same meeting link across multiple landing pages and with different affiliates and have been totally frustrated at the inability to...read more
PPlant4 on March 11, 2024
Use the "Organized By" meeting field in reports
We have a call center that sets appointments with contacts on behalf of sales. We need to have a way to track the appointments and attribute appointments to each rep for both accountability and things like bonus/commissions. This information exists read more
Reply Idea Analytics Tools
0 upvote
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PPlant4
Contributor
February 13, 2024
Reply to Help removing additional emails from contact record.
Yes. In many cases more than 1 additional email.
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PPlant4 on February 13, 2024
Help removing additional emails from contact record.
We've had a massive amount of inaccurate merges and need to get rid of all the emails in the "Additional Emails" field and essentially just start over. How would we do that? We're looking at around 5,200 records. Not all of them are incorrect, but s read more
Reply Discussion Enterprise
2 upvotes
3 Replies
PPlant4
Contributor
February 09, 2024
Reply to Merged Record History
Would LOOOOVE the ability to see information prior to the merge. Like a snapshot of what was on the previous record, even if only stored for 30 days ...read more
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