Very excited about the upcoming "timeline" feature.
A challenge I've heard many customers talking about before is getting a sense of which of their customers have they engaged recently.
My idea/question is: would the activities in the "timeline" view be reportable? E.g. would I be able to write a rule / report to show all accounts that don't have activities logged in the last X days?
I think this will be a very strong feature that many customers are going to be interested in.
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Hi Nadav, Did you watch the webinar? I addressed this question specifically. The answer is that it is not possible in the initial release (part of why it is Beta) but that is a priority on the roadmap.
Thanks Karl - I did watch it but probably missed that part - sorry for that.
Would definitely be a good option to have!
Would definitely be a good option to have!
We are also thinking of providing some information directly at the Customer level, such as Last Activity/Touch-Point On (can be by Type, too -- Last Email On, Last Call On, etc.). Would this be helpful?
Yes Manu - I believe this will be very helpful
Nadav, in the meantime, check out this dashboard I built. It leverages the existing data hug integration to show last meeting (along with other details).
I also updated it to track the quarterly KPIs in Venus around DAU, CSQL and Advocacy. Not sure if you have the same in Jupiter.
https://jbcxm.na7.visual.force.com/apex/HomePage?sfdc.tabName=01rA0000000LsJ4
I also updated it to track the quarterly KPIs in Venus around DAU, CSQL and Advocacy. Not sure if you have the same in Jupiter.
https://jbcxm.na7.visual.force.com/apex/HomePage?sfdc.tabName=01rA0000000LsJ4
Thanks Dan. I'm unable to open the dashboard - can you let me know what is its name?
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