Problem
As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.
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As an Sales Representative, I want to see the first response date to a given campaign displayed on a contact record in order to determine how quickly a prospect responds.
As an Sales Representative, I want to see the last time a Contact responded to a Campaign.
As an Sales Representative or Marketing Manager, I want to see the number of Campaigns a Contact has been a member of. This will help me analyze relationship building as well as how many...
As a Sales Representative, I want to see the name of the most recent Campaign a prospect was a member of displayed on the Contact record.
For strategic reporting on a given Account Manager’s progress in building relationships in their Accounts, I need to be able to group on the number of contacts each account manager has...
Your organization needs to make sure Opportunity Contact Roles on a deal have been entered.
One of the most popular use cases we have seen with Rollup Helper is the ability to capture key activity metrics on the lead, contact, or account pages. If activity monitoring is an important gap to...
Salesforce doesn't offer standard or customizable business rules on what contacts you need to have defined when a contract is put into place. For example, it is possible to create a contract,...
You need to display a count of the total records that meet some condition on the parent, and Rollup Summary Fields are NOT an option. For example, you may get asked, "How many VP Contacts do...
Salesforce has a Last Activity field available, but it is not usually configurable to most customers needs.
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