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LFenton20
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Member since ‎Nov 21, 2023
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LFenton20 on December 03, 2024
Meetings Booked Goal
We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on. There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous fi read more
Reply Discussion Meetings Reports
1 upvote
1 Reply
Solved
LFenton20 on October 29, 2024
Meeting Scheduler - Created By field
We have SDRs share a meeting scheduler link with prospects for an AE's calendar. The AE is identified as the Owner and creator of the activity in reporting. These fields are 'Activity Assigned to' and 'Created by' / Created by User ID. Is th read more
Reply Discussion Meetings
0 upvote
2 Replies
LFenton20
Contributor
October 30, 2024
Thanks @Josh We've actaully gone with that approach but can't seem to find a field when reporting that shows that it comes from this link. Wha...read more
Solved
LFenton20 on October 29, 2024
Meeting Scheduler - Created By field
We have SDRs share a meeting scheduler link with prospects for an AE's calendar. The AE is identified as the Owner and creator of the activity in reporting. These fields are 'Activity Assigned to' and 'Created by' / Created by User ID. Is th read more
Reply Discussion Meetings
0 upvote
2 Replies
LFenton20
Contributor
October 30, 2024
Thanks @Josh We've actaully gone with that approach but can't seem to find a field when reporting that shows that it comes from this link. Wha...read more
Domi on September 01, 2023
LinkedIn messages in Target Accounts
Hi team, right now it's not possible to see LinkedIn messages in Traget account touches (only phone/email). It would be great to see last contact via Linkedin under the 'last touch' column. (totally cool with manually logged LinkedIn messages, witho read more
Reply Idea Lists
6 upvotes
2 Replies
LFenton20
Contributor
June 27, 2024
Completely agree, needs to be added to the Target Accounts tracking. Whole lot of touch points are missing.
Solved
LFenton20 on June 17, 2024
NPS Result is not applicable
We send NPS surveys out to clients and track this in a dashboard. This is because not all clients receive the exact same survey or email but we want to see the answers to the NPS question in one place. In one instance, we built a custom survey b read more
Reply Discussion Feedback Surveys
1 upvote
5 Replies
LFenton20
Contributor
June 18, 2024
Hi @Jnix284 yes we did receive a response to the NPS question. They are pulling through to the dashboard as 'Not Applicable' but should be displaye...read more
Solved
LFenton20 on June 17, 2024
NPS Result is not applicable
We send NPS surveys out to clients and track this in a dashboard. This is because not all clients receive the exact same survey or email but we want to see the answers to the NPS question in one place. In one instance, we built a custom survey b read more
Reply Discussion Feedback Surveys
1 upvote
5 Replies
LFenton20
Contributor
June 18, 2024
Hi @Jnix284 yes we did receive a response to the NPS question. They are pulling through to the dashboard as 'Not Applicable' but should be displaye...read more
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