user12192

Discussions

Tracking Sales cycle duration
I am looking for best practices or pre set cards that help someone track the average duration for a sales cycle. We currently have 7 stages in our sales cycle and looking for more efficient and accurate ways to track the avg days per stage. We currently have a card that shows this but I am finding that it is not including…
How do I add an additional data field to an existing dataset?
I am trying to add an additional data field into an existing dataset and I took the API name from SalesForce and entered it into the dataset query. When it went to run this morning, it gave me an error and said it was incorrect when in SFDC, that is what the API name is. What am I doing wrong?