Paul Garcia
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Total activity23
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Last activity
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Activity overview
Latest activity by Paul Garcia-
Paul Garcia commented,
If this is implemented, the same kind of inclusion plus exclusion should be added to tags in Notes.
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Paul Garcia created a post,
Mechanism for recording/reporting on automated lead behavior
I'm looking for the best way to record automated lead activity in Sell. By automated I mean web site actions including things such as downloading a brochure or white paper, requesting more informat...
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Paul Garcia commented,
I agree that backdating calls is important too. Few reps use ZDS on mobile and may not catch up with their data recording until days after occurrence to mark visits, calls, and other activities. Th...
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Paul Garcia commented,
I think this points at a broader issue that the activity record isn't really a database log, it's a place to demonstrate that a rep is working a lead or account. I prefer a change log to be in the ...
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Paul Garcia commented,
Since there are so few ways to build custom reports inside Sell, my options are either to export and go through machinations to find data (not something I want sales reps to attempt), or rely on sm...
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Paul Garcia commented,
Dropping out of a nurture sequence shouldn't be automatic. While I may still be communicating with a lead or contact directly, I wouldn't want the standard nurture messages to stop just because the...