Deal Alert
I would like to set a number for deals created a week. It is good to have prospects, even better to have appointments, what is missing is the deal.
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Anonymous
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We have created a Deals Created by Time frame report that lets you see the deals that are created in a given time frame.
It is a custom report, and I cannot turn this on for you by default, so I encourage you to reach out to your Success Manager at Matrix in order to see if we can get this turned on for you.
Thanks!