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awcw
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Member since ‎Mar 4, 2025
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awcw
Participant
August 27, 2025
Reply to Report shows duplicate deals because of activity type
This doesn't allow me to filter only activites done by certain users, which is what is needed here.
awcw
Participant
August 13, 2025
Reply to Report shows duplicate deals because of activity type
Unfortunately none of these solutions work. I need to see: Any deal (counted only once) with any activity (call, meeting, or email) for only ...read more
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awcw on August 12, 2025
Report shows duplicate deals because of activity type
I am trying to make a report that shows which closed won deals within a time period had at least one sales activity from one of the sales reps. The report ends up showing ALL the sales activities by ALL the sales reps and duplicating the deal multip read more
Reply Discussion Professional
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awcw on June 12, 2025
Deal "risks"?
How are these "Risks" in the Deals section of the Sales Workspace populated? My team is finding that many of them are incorrect or misleading. I can't find any documentation on how to refine/tailor these risks or even how to turn them off.
Reply Discussion Deals
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awcw
Participant
June 12, 2025
Reply to Customize the Prospecting Workspace
+1
awcw
Participant
May 14, 2025
Reply to How to mark a lead object as closed/converted when deal is closed won?
Thanks for this! I don’t see that option in the lead workflow edit record action, however. What should I be looking for? Warmly, Andrea -- *Andrea ...read more
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