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ElyshaShave
Stratege/Strategin | Platinum Partner
Stratege/Strategin | Platinum Partner
Mitglied seit ‎Apr 15, 2019
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    18
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    110
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    83
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Elysha Shave

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IvanoSS on Mai 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). Beitrag ansehen
Antworten Diskussion Starter
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3 Antworten
ElyshaShave
Stratege/Strategin | Platinum Partner
Mai 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 ...Beitrag ansehen
Gelöst
IvanoSS on Mai 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). Beitrag ansehen
Antworten Diskussion Starter
0 Likes
3 Antworten
ElyshaShave
Stratege/Strategin | Platinum Partner
Mai 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 ...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Antworten Diskussion Professional
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8 Antworten
ElyshaShave
Stratege/Strategin | Platinum Partner
April 19, 2021
Not a problem at all 🙂 In this case, I would ensure that there is a custom contact property set-up to track when the contact recieved the p...Beitrag ansehen
Gelöst
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 Beitrag ansehen
Antworten Diskussion Professional
0 Likes
8 Antworten
ElyshaShave
Stratege/Strategin | Platinum Partner
April 19, 2021
Not a problem at all 🙂 In this case, I would ensure that there is a custom contact property set-up to track when the contact recieved the p...Beitrag ansehen
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?
Antworten Diskussion Website Pages
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ElyshaShave
Stratege/Strategin | Platinum Partner
April 12, 2021
Hi, If I have understood this correctly, you should be able to choose a featured image for a website/landing page. To find this, click on the ...Beitrag ansehen
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ISydorenko on April 06, 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 Beitrag ansehen
Antworten Diskussion Starter
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2 Antworten
ElyshaShave
Stratege/Strategin | Platinum Partner
April 06, 2021
Hi, I just wanted to drop in here and ask the simple question - Have you double checked the date range? - as this catches a lot of people out....Beitrag ansehen
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