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SRobb8
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Member since ‎Nov 18, 2024
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SRobb8
Member
February 25, 2025
Reply to List size vs. View size
Thanks Karsten! I looked in to this a little more and agree some have dropped off the list either side for this reason. One of the things that we...read more
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SRobb8 on February 25, 2025
List size vs. View size
Hey everyone, Having some trouble with Lists vs. Views. Basically, to help the Sales team - I created a Company View, where I wanted to show how many companies we'd not contacted in 60 days. Doing that in a view is nice and simple, and shows read more
Reply Discussion Lists
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SRobb8 on January 16, 2025
Workaround for open-ended sequences
Hey everyone, I'm wondering if anyone else has encountered a similar issue. Basically our team is looking to create a somewhat open-ended Sequence that activates whenever a deal is moved to Closed Lost from our Sales Pipeline. Basically the read more
Reply Discussion Sequences
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SRobb8 on November 25, 2024
Workaround way to record value of face to face meetings & visits
Hey community! This is potentially an odd one, so bear with me here. I've been asked by our team to figure out a way to ascertain the ROI of visiting customers face to face, particularly customers where we have an active deal in the pipeline (to read more
Reply Discussion Meetings
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SRobb8
Member
November 19, 2024
Reply to Grouping sequences in reporting
Hey Karsten, Thanks so much for the response. I've seen lots of your responses on other community posts and was hoping you'd know the answer!! ...read more
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SRobb8 on November 18, 2024
Grouping sequences in reporting
Hey all! I'm hoping for some help on a topic that feels a little bit hard to solve. Basically we send sales sequence emails generally grouped by a topic / category. E.g. Sequences might include specific content or a topic and be sent to a su read more
Reply Discussion Sequences
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