I am working to sort deal cards by timezone, has anyone figured out a workaround? Currently, I have contacts enrolled in the timezone contact property, but there are like 30 time zones and you have to manually enter the property to sort by with deal cards. Has anyone figured out a solution? Ideally, I would just filter by pipelines by East coast, central, MST, PST and boom.
Any insight or advice would be appreciated!
The only idea I have is very tedious. You could build a contact workflow with branches for Eastern, Central, Mountain and Specific, and use an is any criteria to add all the timezones (i.e JUTC -05:00 America Chicago would be in the CST branch). Use the set or change value step to populate a custom priority with Eastern, Central, etc. for the given branch. The good news is they are organizinged by timezone, so you could simply type 05:00 in the search and then select all to build the central time zone critera.
I would love to hear from someone that has a better idea as I’m not sure I want to put in the manual work to accomplish this.
Thank you for the reply!
Would this work for deal cards though? Aren’t you setting up a contact
property?
I’ve talked at length with HS support and your solution seems to be the
consensus.
Nick