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TLarson5
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TLarson5
Member
July 08, 2025
Reply to Deal Associations Breaking Industry Reports
@karstenkoehler One follow up question - if we had parteners source a deal for us (partner A) and another helped us close the deal (partner B) woul...read more
TLarson5
Member
July 07, 2025
Reply to Deal Associations Breaking Industry Reports
@ArisudanTiwari @karstenkoehler - I was just messing around with the reports, I noticed that the No Value deals are duplicated. They are in th...read more
TLarson5
Member
July 07, 2025
Reply to Deal Associations Breaking Industry Reports
Addendum - Apparently our "Industry" is based on a field on the company. My intuition is leading me to believe that because I end up associating 2 co...read more
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TLarson5 on July 07, 2025
Deal Associations Breaking Industry Reports
Hi there, Question for everyone. We've begun to implement deal association tags - speficially to denote when a partner has worked with us on a deal. So in those instances, we add that company to the deal and add an association flag of "Partner" read more
Reply Discussion Best Practices Dashboards Deals Reports
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TLarson5 on June 27, 2025
Reporting on Deals with Association Label
Hey everyone, Question for you all. I love the idea of using an Association label on a deal with a partner is helping us. I've set up a test one as you can see here: I'm struggling with setting up reporting on this. I'm looking to get read more
Reply Discussion CRM Reports
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TLarson5
Member
June 26, 2025
Reply to Webinar Attribution Question
@MaksKhan - Thanks for this. I follow what you are saying, but what if I'm specifically looking to nest the webinar in a campagin and get the HS,...read more
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