Hello Trevor, Thanks for your suggestions and the example workflow. The issue is There are multiple territories and for each territory we have t...続きを読む
Hey Team, We have Marketing Inbound workflow in place, which basically assigns the leads coming from Marketing or visits on our website to marketing Inbound team. Step 1 - we filter these leads based on domain Ids - Basically what leads we wan 続きを読む
Hello There, I am looking for some guidance on how to determine the factors that should be included in calcul ating the Deal Score and Deal Health metrics in order to effectively prioritize hig 続きを読む
Dear Kristen, Thank you so very much for your recommendation on my first query, This helps for sure answering all my questions. please find my an...続きを読む
Hi There, I need to create a dashboard for CS team and need your suggestions and guidenance on what all different analyis or reports can I create that would help the CS team. - I need to create reports based on Email, call, meeting activities 続きを読む
Hi There, One of the team member is sending out email to the client but even though she is selecting her email ID from the drop down the email is going through Help@ email id instead of her own. What could be the possible reason and how can i fi 続きを読む
Hey Team, We have Marketing Inbound workflow in place, which basically assigns the leads coming from Marketing or visits on our website to marketing Inbound team. Step 1 - we filter these leads based on domain Ids - Basically what leads we wan 続きを読む
Hello There, I am looking for some guidance on how to determine the factors that should be included in calcul ating the Deal Score and Deal Health metrics in order to effectively prioritize hig 続きを読む
Hi There, I need to create a dashboard for CS team and need your suggestions and guidenance on what all different analyis or reports can I create that would help the CS team. - I need to create reports based on Email, call, meeting activities 続きを読む
Hi There, One of the team member is sending out email to the client but even though she is selecting her email ID from the drop down the email is going through Help@ email id instead of her own. What could be the possible reason and how can i fi 続きを読む
Dear Team, Is there a way to track the views on any specific dashboard or report - Meaning - How many team members are using the Dashboard or how many times a week/month the dashboard has been used? We want to do this activity to manage or 続きを読む
Hi Team, I have created a new property at Contact, Deal and Company level called "Region". For example for companies which has country as UK and Ireland we say UKI as the Region likewise for the other countries too we have acronyms. I am good wi 続きを読む