Search results by user ID 6481

Google Gadget

ElizaEpstein — Fri, 23 Jan 2015 17:14:27 GMT

Hello,

We use Gmail for our email platform and are able to sync our emails with Method per email. Is there a way to upload our emails in mass to method instead of one at a time?

Thanks!

Re: Adding a New Campaign Type on the Opportunity Level

ElizaEpstein — Wed, 07 Jan 2015 20:49:56 GMT

Hello Again,

Still working on this. Thank you for your assistance! We were able to find the tables and add the appropraite fields - However we are unable to view our additions to the field names under the correct drop down. Are we missing a joining/publishing step? I have a screen shot but it wont paste here - under field name the new drop downs are missing. I could email it to you if that helps!

Sincerely,

Eliza

Re: Adding a New Campaign Type on the Opportunity Level

ElizaEpstein — Thu, 31 Jul 2014 19:27:41 GMT

Hello Greg!

Looking back on this I see that we had made this a custom field (see below on the lower left side). Is this something I can alter on my end? Or is there somewhere I can look for the answer?

Thanks for the help!

Adding a New Campaign Type on the Opportunity Level

ElizaEpstein — Thu, 31 Jul 2014 16:29:19 GMT

Hello,

Under Opporunity -> Campaign Type, I need to add another stage, "Data Installs". How do I do this myself?

Thanks for the feedback!

Opportunity Stage Percentage

ElizaEpstein — Thu, 31 Jul 2014 16:26:17 GMT

Hello,

Previously our opportunity stages were associated with percentages, helping us formulate the actual value of the sale. For instance, if a opporunity is under Negotiation/Review the value shown for the deal was 80% of the total value. The deal proposed was $1000k it would show as $800 in our pipeline. Currently, none of these values are propegating correctly.

How can this be fixed so that they are being applied correctly so our reporting is accurate? The face values show correctly but it is not actually calculating on the back end.

Thanks!

Re: Opportunity Dashboard - How to make a dashboard report combine all users?

ElizaEpstein — Tue, 15 Jul 2014 22:18:38 GMT

Thank you for your help,

How do I get to the p"Properties for the Crm Dashboard"? screen? Is this an aspect I will have to do under the admin account?

Opportunity Dashboard - How to make a dashboard report combine all users?

ElizaEpstein — Tue, 15 Jul 2014 20:19:55 GMT

In the opportunity dashboard I am looking to have the report "Opportunities by stage" display all method users. How can I combine everyone's numbers within the dashboard? There is a drop down to filter by user, but it doesnt allow me to select more than one user ar a time.

Thanks!

Creating an Account that Merges All Accounts

ElizaEpstein — Wed, 09 Jul 2014 22:26:29 GMT

Under the Home Dashboard in Method I can see reports for everyone individualized. However, I would like to be able to see everyone's reports merged (such as opportunities, activities, etc). How do I create an account or report in the Dashboard that combines every user's numbers into a single report?