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BW1
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Member since ‎Aug 31, 2020
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Brad Walton

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BW1 on October 21, 2021
Associated Contacts w/ Deals not Exporting
Hello, I'm hoping to get some help with this issue. I am exporting my list of deals in order to bulk update some details. In order to do so, I need the Associated Contact column to export with my deals. I have the Associated Contact in my vie read more
Reply Discussion Deals
0 upvote
3 Replies
BW1
Member
October 21, 2021
It is not. All these columns are empty: Associated Company ID Associated Company Associated Contact IDs Associated Contacts
Solved
BW1 on October 21, 2021
Associated Contacts w/ Deals not Exporting
Hello, I'm hoping to get some help with this issue. I am exporting my list of deals in order to bulk update some details. In order to do so, I need the Associated Contact column to export with my deals. I have the Associated Contact in my vie read more
Reply Discussion Deals
0 upvote
3 Replies
BW1
Member
October 21, 2021
It is not. All these columns are empty: Associated Company ID Associated Company Associated Contact IDs Associated Contacts
Solved
BW1 on August 31, 2020
Activity Tracking for Deals
Hi all, Hoping someone can help me figure this out. Feels super basic (and is in other CRMs!). I'm trying to find a quick, easy way to audit deals for activities. My goal is to simply ensure that every open deal has an activity set for it sin read more
Reply Discussion Deals
0 upvote
1 Reply
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