CRM

Hello, I'm importing lists of contacts into the CRM. Some of the records are LLCs or Trusts and do not have a first and last name, and email. Because of this, they're not being uploaded into the database. There is a column "Full Owner na...

Hi all! I have a list of zipcodes with city, state, and timezones. These are also linked to the country(United States in this case) and I would like to run a workflow weekly to check for Contacts that are missing a value in either the Country ...

I have 700+ contacts where their mobile number isn't correct, so I need to bulk update them and blank out that field. I have tried editing the contacts on mass but it wont allow me to select mobile numbers. I have tried downloading the list, bla...

My plan is free and I need every custom field called "Unit" whose field is "Brotas" to have a specific user, give me alternatives on how to solve this...

I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough. However, what we're looking to do is have it so that if a member of my team attends a single meeting with two diff...

Hello Community! I am reaching out to see if anyone has created or can help troubleshooting a field i am trying to create. We work a lot in proration, depending on when a tenant is moving in. Side Note: We do all of our contracts and billing out...

I can pull a list of Marketing Contacts, but they are pulled in random order, which isn't helpful. We'd like to review them by organization to refine the use of our Marketing Contacts...can this be done?

Hi, We are currently facing the challenge that this setting ' Create and associate Companies with Contacts' is creating a lot of unwanted assoiciations and company records when we receice emails from our customers. For example, we have a compa...

i want to create list that can show all created meeting only this april. what filter should i use?

Hi everyone, I’m facing an issue where some of my HubSpot contacts are not syncing to Salesforce. Most of the contacts are syncing correctly and are visible in Salesforce, but a few, despite coming from the same HubSpot form, aren’t showing up in S...

hi when we have created a meeting and we have to define the actions to be carried out, we create tasks, and we want to associate these tasks to the meeting for follow-up. unlike the rest of associations, it does not allow to configure (objects/acti...

Recently, our sales team starting using Salesforce engagement platform, Groove by Clari. As a result of this recent integration, we are noticing Groove is creating duplicates in Salesforce. The duplicate always has the wrong contact owner and cont...