Joris van Winsen
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Joris van Winsen commented, Hey Douglas / Alyssa, if you have a suggestion, please let me know! a very very much wanted feature! Basically I (or any sales manager) wants to know what is going with its opportunities (or what i...
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Joris van Winsen commented, Hi Aylssa, I have a quesiton with i believe has to do with advanced reporting. We are using advanced reporting for a couple of months now. OUr question is the following:how can I (mass) mail my opp...
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Joris van Winsen commented, Hi Aylssa, Thank you for the answer. For us our request is the most fundamental part of our reporting into the future. Could you show me how a custom report can exact the information / report we n...
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Joris van Winsen created a post, Weekly state change report
Hi, As our business is growing we like toget better grip of our sales (funnel) and opportunities. Therefore I like to create a periodic (weekly / monthly) report that shows me: 1. changes in state ...
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- 4 comments
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Joris van Winsen commented, Hello Jessica, thank you for your quick answer. So we have to work with Open, Abandoned, Suspended, Lost and Won. thanks again.
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Joris van Winsen created a post, Opportunity state
Hi, I would like to add / change the Opportunity states (besides Abandon, Open, Lost and Won) I would like to add a new one. How can I do this? Thank you for the swift reply.
- 12 followers
- 14 comments
- 12 votes