Hi all, I am trying to create a generic inquiry to report total email activity by sales report. The GI will be used for Dashboard widgets. What I have found, sales reps will sometimes use activity type “Email Response” if the Outlook addon isn’t working properly. The GI I am currently using based on the CRSMEmail table and doesn’t capture CRActivity data. I am having problems linking CRSMEmail and CRActivity where CRActivty.Type=’R’ (Email Response). Any help would be appreciated. Thanks,Ehren
I am trying to build a GI to list all Generic Inquiries in the system. The Site Map Title is not within the GIDesign table. I believe I need to tie the GIDesign table with the SiteMap table to get those details. Can’t seem to figure that out though… Has anyone been successful with this?
Hi all,I am in the middle of documenting and building out our Opportunity Pipeline Management. My reason for putting this post together is to share what steps I am taking and to better understand what others have done to manage opportunities. Hopefully many can benefit from this conversation…My goal is to have multiple “layers” of Opportunities that when looked at holistically can be used to create a quarterly sales forecast. Since we provide custom and standard products, we will be tracking these through Opportunity Classes per below:New Business: This class is for new business from both new and existing clients Estimating Date: The date the order will be invoiced. We chose invoiced date (as opposed to booking date) so the timing is in alignment with our financial budgeting process Amount: The amount of the first order Attribute fields will be created to track market, industry, product category, Year 1, 2, & 3 projected revenues (this will help forecasting repeat business) etc.
I am building out a dashboard to monitor campaign activities and I can’t figure out how to connect the CRCampaign and CRActivity tables. The CRActivity table doesn’t have the CampaignID as a field. It does show the campaign, but not as expected [CampaignID, CampaignDesc].Any thoughts on how to pull this off would be appreciated!
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