JPither

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Joe Pither

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JPither

Participant

May 16, 2025

Reply to Tracking Meetings

Hi there, This doesn't quite work exactly as we'd like. It does show the names/record IDs of the contacts we've met, and it does accurately repeat t...read more

JPither

Participant

May 12, 2025

Reply to Meeting Counts

Do you have any thoughts @karstenkoehler ? thanks 😀

JPither on May 12, 2025

Tracking Meetings

I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough. However, what we're looking to do is have it so that if a member of my team attends a single meeting with two dif read more

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JPither

Participant

May 12, 2025

Reply to Meeting Counts

Hi Karsten, I've tried this, but unfortunately all it then measures is the # of contacts who have been met. What we want is to track how many times ...read more

JPither on April 25, 2025

Meeting Counts

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JPither

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April 22, 2025

Reply to Contact Coverage Reporting

Correct me if I'm wrong, but if I set up a rollup property to count the % of contacts whose meeting status is in touch/green, would that then not pro...read more

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