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PPlant4
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Member since ‎Apr 11, 2023
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dwightbailey on January 19, 2021
Create "time in deal stage" report
Can anyone help me? How do I create a report that looks like the below in Sales Starter:
Reply Discussion Starter
0 upvote
18 Replies
PPlant4
Contributor
April 23, 2024
I don't have it either...so frustrating.
Solved
PCarroll on March 10, 2023
Report on a specific meeting link
We have an SDR that uses a specific meeting link - I am trying to report on how many meetings are set from that link in a given time period. What is the best way to report on this? I can see how many meetings this link has booked lifetime in th read more
Reply Discussion Professional
5 upvotes
6 Replies
PPlant4
Contributor
March 11, 2024
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
0 Reply
Solved
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 13, 2024
Yes. In many cases more than 1 additional email.
Solved
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 13, 2024
Yes. In many cases more than 1 additional email.
katiebroyles on December 12, 2022
Merged Record History
Recently I recognized a problem with merging records, specifically with contacts. We had a contact that had been duplicated because they used a different email, but the same phone # and name, however, they were not assigned to the same contact owner read more
Reply Idea Contacts & Companies Deals Properties Tickets Users & Teams & Permissions
11 upvotes
8 Replies
PPlant4
Contributor
February 09, 2024
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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