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LWest0
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Member since ‎Nov 2, 2023
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Lauren West

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LWest0 on January 23, 2025
Solution for Calculating sum of Revenue in First Month of Onboarding
Hello! I have a report question I hope the community can help me with. Our KPI for one division of our Sales Team is to bring in 200k in the companies first month of onboarding. We have a few custom fields built out to help assist with this e.g. Fi read more
Reply Discussion Enterprise
0 upvote
1 Reply
LWest0
Contributor
August 13, 2024
Reply to Time in Deal Stage
This is so needed. Understand this is a complex issue but its such a basic necessity for so many companies. Please keep us posted! Thanks!
LWest0
Contributor
June 25, 2024
Reply to Using Forms to Populate Custom Object Properties
Hi Lucila! Thanks for the reply. I am able to pull in the custom objects properties to the form but what I would like to happen is that when thi...read more
LWest0
Contributor
June 20, 2024
Reply to Using Forms to Populate Custom Object Properties
Thanks so much for the reply! Ahhh seems so strange that there's not an out of the box solution for this when you can pull in the properties - like w...read more
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LWest0 on June 20, 2024
Using Forms to Populate Custom Object Properties
Hi there, I'm new to using forms. I created a form that is pulling properties from a Custom Object and published it. I can see that there's a form link or that you can publish it to your website. What I'd like to do is have this form linked to a read more
Reply Discussion Enterprise
1 upvote
6 Replies
LWest0
Contributor
May 07, 2024
Reply to Sales Sequences association to a campaign
This would be extremely useful - please prioritize!
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