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ThomasGuns
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Member since ‎Jan 16, 2024
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ThomasGuns on March 04, 2025
Disqualified lead with a connected deal
Hello, Somehow the sales guy's are flicking the system: they get a lead, they say it's a good lead, so it becomes sales qualified. There is a deal creation (automatically). But afterwards they think, mmmm maybe the lead was not so good and they put read more
Reply Discussion CRM Professional Sales
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ThomasGuns
Contributor
January 21, 2025
Reply to Leads not associated to deals
Super, thx Josh!
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ThomasGuns on January 21, 2025
Leads not associated to deals
When I have a contact, and he is sales qualified, automatically a lead is created. When the lead is qualified, automatically a deal is created. What surprises me is that my lead is not associated to the deal. Which is totally not logic. At cont read more
Reply Discussion Professional
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ThomasGuns
Contributor
January 10, 2025
Reply to Dashboard Date Range Compare Last Month to Same Month of Previous Year
Thumbs up, we also need this.
ThomasGuns
Contributor
October 29, 2024
Reply to Lead not visible in prospecting tool
Yes, it’s on. I see that the lead owner field is empty. So I copied this property to a contact property and checked it with the contact owner property...read more
ThomasGuns on October 29, 2024
Lead not visible in prospecting tool
We have an issue that a lead is created based on the lifecycle stage: sales qualified lead. I can see the Lead under associations in the right side column. The lead also has a known contact owner. But when I check the prospecting tool the lead is no read more
Reply Discussion Professional
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