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rjohnsonM3
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Member since ‎Jun 26, 2019
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Ryan Johnson

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rjohnsonM3 on May 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter read more
Reply Discussion Contact Analytics Sales Dashboard Sales Team Productivity
7 upvotes
14 Replies
Solved
rjohnsonM3 on March 20, 2020
Dashboard views
Hello. Does anyone know of a way to track dashboard views? As in, how many users on the portal have looked at certain dashboards? Thanks, Ryan
Reply Discussion Sales Dashboard Sales Team Productivity
2 upvotes
7 Replies
rjohnsonM3
Participant
March 22, 2020
Thanks, Will! Could be an option for sure.
Solved
rjohnsonM3 on March 20, 2020
Dashboard views
Hello. Does anyone know of a way to track dashboard views? As in, how many users on the portal have looked at certain dashboards? Thanks, Ryan
Reply Discussion Sales Dashboard Sales Team Productivity
2 upvotes
7 Replies
rjohnsonM3
Participant
March 22, 2020
Thanks, Will! Could be an option for sure.
Solved
rjohnsonM3 on March 20, 2020
Dashboard views
Hello. Does anyone know of a way to track dashboard views? As in, how many users on the portal have looked at certain dashboards? Thanks, Ryan
Reply Discussion Sales Dashboard Sales Team Productivity
2 upvotes
7 Replies
rjohnsonM3
Participant
March 22, 2020
Thanks, Will! Could be an option for sure.
Solved
rjohnsonM3 on March 20, 2020
Dashboard views
Hello. Does anyone know of a way to track dashboard views? As in, how many users on the portal have looked at certain dashboards? Thanks, Ryan
Reply Discussion Sales Dashboard Sales Team Productivity
2 upvotes
7 Replies
rjohnsonM3
Participant
March 22, 2020
Thanks, Will! Could be an option for sure.
austinpostler on June 14, 2019
Suspend User (instead of deleting)
We would like the ability to suspend Users rather than delete them. In order to preserve all the User data from an employee no longer with the company, we take mutliple manual steps to restrict viewing permissions and reset their password. If we read more
Reply Idea Account Settings
23 upvotes
6 Replies
rjohnsonM3
Participant
October 14, 2019
Battling this issue myself right now. Thanks for posting!
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