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MattPutt
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Member since ‎Mar 13, 2018
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    10
  • Upvotes Given
    22
  • Upvotes Received
    47
  • Ideas
    4

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MattPutt
Contributor
February 22, 2021
Reply to Define our Fiscal Year / Quarters
@SWilcox - I'm with you, I was assuming this was all in place to fix our reporting/dashboard issues. Can't believe that's not the case. I've be...read more
MattPutt
Contributor
February 11, 2021
Reply to Define our Fiscal Year / Quarters
@bkeller I can't find the beta option anywhere, @craigvarcoe did you manage to activate it? Do you have a screenshot of the location, in case I'm...read more
MattPutt
Contributor
February 10, 2021
Reply to Define our Fiscal Year / Quarters
@bkeller - I really need to jump on this Beta. I'm having a conversation this week with seniors trying to switch us to alternatives because the re...read more
Solved
MattPutt on September 25, 2020
Provide a company history for contact records
Our contacts can often have long-lasting relationships, that means we frequently take our business with a contact when they change companies. It would be good to see a record (almost like a CV/LinkedIn listing) of previously associated companies read more
Reply Discussion Companies Contacts
0 upvote
3 Replies
MattPutt on August 26, 2020
Add Playbook title to logged activities
Hey, we are building a lot of feedback/review playbooks and logging them as notes on our dealboards. For example, if we win or lose a pitch, the team debriefs answering q's in a playbook, this is then saved to the dealboard as a note and anyone can read more
Reply Idea Playbooks
6 upvotes
3 Replies
MattPutt
Contributor
August 18, 2020
Reply to How do you currently score your leads?
Offload the majority of work by asking sales teams for each service to define a lead, i.e. the business is in X industry, with X employees, they've e...read more
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