Hi Team (Submitting on behalf of Customer),
Currently, for line graphs, we can add a monthly report goal but when I select bar or column chart, I can't add a point/line for a monthly report. Is it possible to have that for them too?
I am suggesting that it should be possible to edit the "Entered Stage X" dates in deals. If a rep falls behind in tracking their deals through the appropriate stages it would be great if it was possible to change the date to the actual closed-won d read more
Hi, When clicking (drilling down) into a summarized report of any type (column, bar, summary, summarized data table, pie, etc.). The columns shown cannot be edited. It appears to be a default set of columns that cannot be changed in any way. read more
Hi, We would like to have the filtering in "Deals" to have the option "OR" instead of only "AND". This is mainly becuase each salesperson would like to see a summary of all deals they have. Sometimes they are "Deal Owner" and sometimes "Deal Own read more
I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter.
However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
It would be really useful to turn off click tracking in emails, particularly automated emails, in the marketing component. We get a lot of complaints about the appearance of links in emails like password resets, invoices, etc., with customers often read more
Hi, I'm missing the date property "entered stage date" from the Custom Report Builder. The new builder is great (and allows for dual Y-axis, one of the things I was really missing). Our sales process is very lengthy and we frequently report read more
When bulk enrolling 40-50 new contacts to a sequence which starts with an e-mail, the built-in stagger between each e-mail send is 30 seconds ( according to this article ). However, it would be great to either 1) be able to edit the stagger ti read more
The new tool of "Insert proposed times" for scheduling meetings is great! However, there is some issues in the calendar management, especially for the sales team where the users tend to schedule a lot of meetings each day and the calendar fills read more