need the employee number from a company to push to the individual contacts
SOLVEHi,
I saw posts on how to copy the employee number from a company to the individual contacts at the company. I did it and it's not copying the data over to all contacts. The company would have the employee count but the associated contacts don't have it.
I need this info on the contact because our SDR team is broken up by company size so when a new contact comes in, I need to know who to route it to.
Here's the workflow. What did I do wrong?
Thanks!
1 Accepted solution
need the employee number from a company to push to the individual contacts
SOLVEHi @MNaughton,
You would have to add a "AND Number of associated contacts is known" to the enrollment criteria and enable reenrollment for both criteria.
Also, when saving these changes, select to enroll records who meet the criteria already. Then it should work.
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
need the employee number from a company to push to the individual contacts
SOLVEHi @MNaughton,
You would have to add a "AND Number of associated contacts is known" to the enrollment criteria and enable reenrollment for both criteria.
Also, when saving these changes, select to enroll records who meet the criteria already. Then it should work.
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
