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Riley1343
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Member since ‎Jan 3, 2025
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Participant
February 14, 2025
Thank you so much! I know how to create a custom property, but how would I set up that workflow?
Solved
Riley1343 on February 14, 2025
I want to track pipeline over time for the current quarter, (as in track the movement of everything meant to close in this quarter) but when I filter for a close date of this Q on a historical trending report it then drags deals that have a close lo read more
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Participant
January 20, 2025
Hi Ian! Thanks so much for getting back to me. The reps book meetings using a meeting link and manually, so I can't rely solely on the link. I have...read more
Solved
Riley1343 on January 20, 2025
I am trying to generate a report that allows me to show meetings that have been booked by AEs from a self-generated source. The issue is that there doesn't;t appear to be a way to associate a lead source with a meeting, or to be able to report read more
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Participant
January 06, 2025
Ok, thank you for all of your help!
Participant
January 06, 2025
OK, thank you. What about if I reconfigured it all for companies? Does that have the same re-enrollment limitations?
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