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tamara3
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Member since ‎Aug 25, 2020
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Tamara Markotic

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tamara3 on October 16, 2020
Linking to an attachment within a note
Hi, I am writing a note for a specific company and I would like to link to an attachment file which is saved for that company. Is that possible? Thx, Tamara
Reply Discussion CRM
0 upvote
2 Replies
tamara3
Participant
October 16, 2020
Perfect, thanks!
Solved
tamara3 on October 16, 2020
Linking to an attachment within a note
Hi, I am writing a note for a specific company and I would like to link to an attachment file which is saved for that company. Is that possible? Thx, Tamara
Reply Discussion CRM
0 upvote
2 Replies
tamara3
Participant
October 16, 2020
Perfect, thanks!
tamara3 on August 25, 2020
How to see which companies changed status in a certain time period?
Hi, I have a property called "App Lifecycle Stage" and I would like to know which Companies entered a certain stage in the last week. How could I do that? I can't use funnels as it doesn't use Companies and it only let's me create a funnel read more
Reply Discussion Contacts Analytics
1 upvote
4 Replies
tamara3
Participant
August 27, 2020
Hi Pam, Actually I just realized that if I create a Cross-object report, that it will also allow me to add a timeframe for it. So that solves the...read more
tamara3 on August 25, 2020
How to see which companies changed status in a certain time period?
Hi, I have a property called "App Lifecycle Stage" and I would like to know which Companies entered a certain stage in the last week. How could I do that? I can't use funnels as it doesn't use Companies and it only let's me create a funnel read more
Reply Discussion Contacts Analytics
1 upvote
4 Replies
tamara3
Participant
August 27, 2020
Hi Pam, Actually I just realized that if I create a Cross-object report, that it will also allow me to add a timeframe for it. So that solves the...read more
tamara3 on August 25, 2020
How to see which companies changed status in a certain time period?
Hi, I have a property called "App Lifecycle Stage" and I would like to know which Companies entered a certain stage in the last week. How could I do that? I can't use funnels as it doesn't use Companies and it only let's me create a funnel read more
Reply Discussion Contacts Analytics
1 upvote
4 Replies
tamara3
Participant
August 27, 2020
Hi Pam, Actually I just realized that if I create a Cross-object report, that it will also allow me to add a timeframe for it. So that solves the...read more
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