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ElyshaShave
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner
Member since ‎Apr 15, 2019
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Elysha Shave

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IvanoSS on May 24, 2021
Potential revenue month by month
From the Report Library I can't find a report showing how much revenue could be potentially closed compared to all my deals. My target is to get a current year view, month by month, of how many deals could be finalized (independently by deal stage). read more
Reply Discussion Starter
0 upvote
3 Replies
ElyshaShave
Top Contributor | Diamond Partner
May 24, 2021
Hi, Ahh I see, without upgrading to a professional licence you're not currently able to edit reports in the builder. Because of this, I don't ...read more
Solved
IvanoSS on May 24, 2021
Potential revenue month by month
From the Report Library I can't find a report showing how much revenue could be potentially closed compared to all my deals. My target is to get a current year view, month by month, of how many deals could be finalized (independently by deal stage). read more
Reply Discussion Starter
0 upvote
3 Replies
ElyshaShave
Top Contributor | Diamond Partner
May 24, 2021
Hi, Ahh I see, without upgrading to a professional licence you're not currently able to edit reports in the builder. Because of this, I don't ...read more
Solved
Crystal_Hopper on April 16, 2021
Tips, Tricks, or Best Practices for keeping track of Direct Mail efforts
Hi all! One of our new sales people has been sending direct mail pieces to his prospects. There was a batch of contacts who got Mail Piece #1. Then Mail Piece #2 was developed and sent to the original batch. But, also, more contacts were added read more
Reply Discussion Professional
0 upvote
7 Replies
MFarmer4
Member
August 27, 2021
I am not sure about your service but i use this mail tracking service .
Solved
Crystal_Hopper on April 16, 2021
Tips, Tricks, or Best Practices for keeping track of Direct Mail efforts
Hi all! One of our new sales people has been sending direct mail pieces to his prospects. There was a batch of contacts who got Mail Piece #1. Then Mail Piece #2 was developed and sent to the original batch. But, also, more contacts were added read more
Reply Discussion Professional
0 upvote
7 Replies
MFarmer4
Member
August 27, 2021
I am not sure about your service but i use this mail tracking service .
ozgesila on April 12, 2021
Is it possible to change default preview image?
hello, as you know all pages have preview images. I would like to ask that is there any way to set up a default one which means if a preview image not uploaded use this?
Reply Discussion Website Pages
0 upvote
2 Replies
webdew
Guide | Diamond Partner
April 13, 2021
Hi @ozgesila , There are 2 ways to do this: 1) If you want to add image as per you created then you can chnage path https://prnt.sc/11bug91 ...read more
Solved
ISydorenko on April 05, 2021
Report Dashboard
Hi, I see the next mistake. When I create a conversion dashboard to analyse conversions on different pipeline stages, I see irrelevant results. There is another amount of deals on different stages in my sales pipeline comparing to the number of de read more
Reply Discussion Starter
0 upvote
2 Replies
webdew
Guide | Diamond Partner
April 08, 2021
Hi @ISydorenko , Have you applied filters into the reports? Probably you could add a filter of won stage along with the pipeline. Hope this...read more
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