Bobonorov

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Hello 3961321, Have you managed to resolve Invoicing agencies buying on behalf of customers issue? Thanks

in Invoicing Agencies c/o Customers Comment by Bobonorov Sep 24, 2021 9:33AM
Thanks Michelle! We do have activity saved search, but it doesn't include emails, like Activity reports do. Is that possible to combine Emails in activity Saved search? Many thanks

in SALES ACTIVITY BY SALES REP DETAIL report showing Customer status rather than activity status Comment by Bobonorov Dec 11, 2019 9:28AM
Thanks Roxanne! Will I be able to add this report to the dashboard as report snapshot? Thanks, Azim

in Can we add Sales Rep Quota in Transactions Saved search Comment by Bobonorov Nov 8, 2019 12:20PM
Thanks Mikko! Is there any alternative wa to display Actual sales from one saved search and Quota details from another search in dashboard view? Would KPI scorecards able to display that? Thanks, Azim

in Can we add Sales Rep Quota in Transactions Saved search Comment by Bobonorov Nov 8, 2019 9:36AM

Bobonorov Red Ribbon

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