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LaLokker
Participant | Elite Partner
Member since ‎May 15, 2023
  • solutions
    0
  • Replies
    3
  • Upvotes Given
    15
  • Upvotes Received
    18
  • Ideas
    1

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Lauren Lokker

I'm an experienced business consultant and CRM specialist. I've successfully planned and implemented CRM projects for B2B, B2C, SaaS and eCommerce clients across a diverse range of industry verticals. I specialise in lead generation, lead nurturing and sales enablement. I work with marketing, sales and customer service teams to streamline and automate their processes to achieve the overall business objectives. Using a data-driven approach, I help brands understand their best fit prospects, improve their customer experience, generate new business, and retain and grow key accounts.

Activity

Participant | Elite Partner
August 28, 2023
It would be really helpful if we could clone a deal with all of its line items into a new pipeline.
Participant | Elite Partner
August 04, 2023
Please make this happen!!! It will be a major time saver 😭
Participant | Elite Partner
June 29, 2023
Reply to Date ranges
This would be incredibly helpful - for example, I need to be able to create a property for invoice period displayed exactly as you have above from 01...read more
Participant | Elite Partner
June 29, 2023
@webwarriors and @Sarah_MMS great tip! Thanks for sharing
LaLokker on June 12, 2023
It would be really helpful to be able to create a product catelog specific to a particular deal pipeline so that not all products are available / visible in every pipeline.
13 upvotes
4 Replies
Participant | Elite Partner
June 12, 2023
Aaah, thank you @karstenkoehler - I'll move it there!
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