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JoshVe
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Member since ‎Jan 30, 2024
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JoshVe on June 04, 2024
Sales pipeline comparison report
Hey Hubspotters I am looking to create a dashboard report to keep track on sales team "deals" pipeline progress. As the sales "deals" pipeline (swimlanes) has several marks like qualified, demo, contract, closed won. I want to check the pro read more
Reply Discussion best practices Deals
0 upvote
3 Replies
JoshVe
Participant
June 07, 2024
@TomM2 and @Lucila-Andimol do you have any recommendations for this scanario please?
JoshVe on June 04, 2024
Sales pipeline comparison report
Hey Hubspotters I am looking to create a dashboard report to keep track on sales team "deals" pipeline progress. As the sales "deals" pipeline (swimlanes) has several marks like qualified, demo, contract, closed won. I want to check the pro read more
Reply Discussion best practices Deals
0 upvote
3 Replies
JoshVe
Participant
June 07, 2024
@TomM2 and @Lucila-Andimol do you have any recommendations for this scanario please?
JoshVe on June 04, 2024
Sales pipeline comparison report
Hey Hubspotters I am looking to create a dashboard report to keep track on sales team "deals" pipeline progress. As the sales "deals" pipeline (swimlanes) has several marks like qualified, demo, contract, closed won. I want to check the pro read more
Reply Discussion best practices Deals
0 upvote
3 Replies
JoshVe
Participant
June 07, 2024
@TomM2 and @Lucila-Andimol do you have any recommendations for this scanario please?
Solved
JoshVe on February 28, 2024
Company Tickets Volume Report
Hey all, I am looking to create a report that shows a list of Company Ticket Volume based on a List of past 12 months Company Name. | Oct 23 | Nov 23 | Dec23 | Jar24 .... company1 > #Tickets | #Tickets | #Tickets | #Tickets company read more
Reply Discussion Reports
0 upvote
9 Replies
JoshVe
Participant
February 28, 2024
i tried, i think or it's calculating the right type of data or something else is wrong here. As we should have few hundreds of tickets, also i o...read more
JoshVe on February 28, 2024
CSAT not working
I am trying to set a CSAT based on few elements 1. When ticket is closed 2. And if no CSAT sent to this client in the past 15 days 3. And include the agents in our support But for some reason the CSAT is not sending to clients
Reply Discussion Feedback Surveys
0 upvote
4 Replies
JoshVe
Participant
February 28, 2024
Hey @TomM2 so what is the solution to avoid sending to past clients? i just want something tha twill address the future, send everyone a survey af...read more
Solved
JoshVe on February 28, 2024
Company Tickets Volume Report
Hey all, I am looking to create a report that shows a list of Company Ticket Volume based on a List of past 12 months Company Name. | Oct 23 | Nov 23 | Dec23 | Jar24 .... company1 > #Tickets | #Tickets | #Tickets | #Tickets company read more
Reply Discussion Reports
0 upvote
9 Replies
JoshVe
Participant
February 28, 2024
i tried, i think or it's calculating the right type of data or something else is wrong here. As we should have few hundreds of tickets, also i o...read more
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