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maulpaurer
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maulpaurer on February 20, 2025
Create Association via Workflow
Hello, I have a question regarding the possibilities of workflows. I have many companies that can be differentiated by the dropdown property "Type" . Here, it is either a Type A,Type B1,Type B2 or Type B3 Company. Type B1,B2,B3 represent read more
Reply Discussion Enterprise Professional
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maulpaurer on February 17, 2025
Report on Goal
Hello, I am currently trying to create a report that shows my currentsuccess in comparison to a predefined goal. My current success is easily created in a report. At the moment, it is "30" when I am visualizing it as a number chart. However, read more
Reply Discussion Enterprise Professional
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maulpaurer
Member
February 12, 2025
Reply to Report on Line Items
Thank you. This should be done with Custom Code, right? Something like output_value += Amount Line Item A ? Thanks again
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maulpaurer on February 11, 2025
Report on Line Items
Hello, is it possible to create a Reporting Property on Company Level that looks into deals to count specific line items + their amounts? Lets say I have 2 deals for one company and of Line Item A both deals have the amount 2 in them. Is i read more
Reply Discussion Enterprise
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maulpaurer
Member
February 07, 2025
Reply to Custom Code Workflow to analyze all existing meetings
Thanks for the input. Would love to hear a more detailed solution, as I can not fully understand how KPIs would be helpful in this matter. Than...read more
maulpaurer on February 05, 2025
Custom Code Workflow to analyze all existing meetings
Hello Everyone, I have a question regarding the reporting possibilities on contact level. We have lots of different meeting types with contacts along a period of rougly 2 years per Contact. I want to report on different meeting types, for e read more
Reply Discussion Enterprise
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