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Replies posted by LuigiSghinolfi

4 Replies

LuigiSghinolfi
Top Contributor
LuigiSghinolfiTop Contributor
asked in Sales and Activity Goals

Track KPI

Thank you very much, I try to explain myself better.I state that I found the "Manage Sales Activities" function which partly does what I am asking.However mine was an even simpler track, the absolute ideal would be to be able to define "Sales Activities" but with minimal parameters.- Title- Date (no time and no interval)- Completed YES / NOIn this way you could make a numerical report that counts these individual indicators weekly and have a track of the numerical KPIs.I repeat the Sales Activities are a good solution but should be simplified.Ideas?If we want to hear from you, I'm available.ThanksLS

6
Aishwarya Parthasarathi
Top Contributor
1 year ago
LuigiSghinolfi
Top Contributor
LuigiSghinolfiTop Contributor
asked in Sales and Activity Goals

Track KPI

Hi, for me it’s cleare, “Sales Activity” it’s a good idea but is complex for my target.For a KPI only this info it’s mandatory:Data (no time) - Data what the KPI refer; Type (“send quote”, “visit to appartament”); Status - Only complete, when i inserte the KPI activity the status is complete; Stop, only this.It’s possible? ThxLuigi 

6
Aishwarya Parthasarathi
Top Contributor
1 year ago
LuigiSghinolfi
Top Contributor
LuigiSghinolfiTop Contributor
asked in Sales and Activity Goals

Track KPI

Hi,but this it’s not good for me.I want a simple KPI (ON / OFF).The activity sales can’t create with a data on the past but only today.This a problem for me.Ideas?ThxLuigi

6
Aishwarya Parthasarathi
Top Contributor
1 year ago
Pripri
Apprentice
PripriApprentice
asked in Deals and Pipeline Management

Leads on december 2022?

Ok, this is very cleare and good.But i have a question.On the other CRM i have mapping the field conversion where Lead convert on Contact/Deal.For example the custom field “Source” are mapping the same value on the “Source” on Contact and on the Deal.Now ?What work the field mapping from Lead to Contact/Deal after conversion?ThxLuigi

3
sattar11
Community Debut
3 months ago

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