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Insight Reports - Export Option?
First off it's great that we can export reports from insights into excel/csv, but it's clunky. You have to click into each item on a graph to be able to get info and export it from there. There's a table right below the graphs that literally has ALL OF THIS INFO already organized but that can't be exported for some reason.…
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How can we best keep track of lead sources and channels?
We're using our PD for the whole sales process from MQLs to Customers and we would like to keep track of details such as which marketing channel they used, which source they came from and also have the reports for this. Are there any handy tips how to do this?
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Do you use the MEDDIC sales methodology? 💰
Check out this article: MEDDIC Sales Methodology: How to Build a Strong Sales Qualification Process , you might learn some interesting tips that will save you time and optimize your sales cycle. ➡️ Follow our Learning topic for a one-stop-shop of curated knowledge about sales, marketing, CRM and everything around them.
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Aircall - unanswered v connected
Hi guys, We currently use Aircall for calls but am unable to report on unanswered v connected calls. I can see the outcome by checking individual activities, but am unable to report for the whole team. Has anyone found a solution for this? Thanks,
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Analytics for Calls/Emails
As I am setting up the analytics section for Pipedrive I am concerned that it does not allow enough granularity. I want to right now create a report that shows my activity that I completed for the week, but be able to remove different parts of my activity. For example, if I am looking to see just how many calls and emails…
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Parsing URL data into a source field
Hello, Does anyone have experience parsing UTM_Source data from a URL to pre-populate a source field. We have the URL pulling in and now want to set up a source for easy dashboard reporting.
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Marketplace App to track and organize marketing KPI data?
Hoping to be able to leverage this resource and see what others might have used. I am using Google Sheets right now, but I would like to see if there is another solution out there.. I am tracking very basic KPIs at the moment though.. nothing too complex. * # of emails sent * # of emails opened * email open % * # of emails…