Meeting notes July 12, 2024
1. How to make sure emails in hubspot and gmail are sync with filters
3. The pipeline value not reflecting in the reports
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$7,000 SC Bar
First Date
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Dashboard for these three
Previous month,
Lasy week
Yeat to date
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NIck Last Week Dashboard
Filter entire company not only Nick
Booking (Closed Won)
First Dates
Pipeline Value Added
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Sales Quote per week:
Ideally 4-5 in a week sales if I am full-time 