プロフィール

Ruurd
(He/him)
投稿者
コミュニティー参加日: ‎3 8, 2023
  • ベストアンサー数
    0
  • 件の返信
    5
  • いいね!した数
    55
  • いいね!獲得数
    2
  • ご意見・ご提案
    1

自己紹介

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つながり

Ruurd Heijting

自己紹介文の作成がお済みでないようです。こちらからプロフィールを編集いただけます。

アクティビティ

tmitch_sona 11月 15日, 2022
Hi - I am finding it quite restrictive that you can't filter in a format like 'date field A' is before (or after) 'date field B' - you can only compare one or the other by a static date value. Please can we enhance advanced reports to allow this kin 続きを読む
6 いいね!
3 コメント
投稿者
4月 20日, 2024
Hi! Totally agree. FYI: there's a master idea that also covers this request. Please upvote there 🙂
解決済み
SBenish 9月 26日, 2022
When a contact completes Workflow A, the action will be for the contact to enter Workflow B. Is this considered a 'Manual' entry into Workflow B or do I need to add an 'Enrollment Trigger' to the beginning of Workflow B? This workflow connection wi 続きを読む
0 いいね!
3 コメント
投稿者
4月 10日, 2024
Hi @christopher-RVO & @karstenkoehler , Thanks for this solution. However... If I don't set any triggers for workflow B, then contacts wo...続きを読む
Ruurd 2月 23日, 2024
The current limit of 5.000 values in a dropdown is not always sufficient to ensure standardised data. We want to use the value in City to pull in demographics of that city from external sources (like 'Number of Inhabitants'). For this we need a 続きを読む
0 いいね!
0 コメント
holodan 4月 13日, 2021
Hello, I am looking for a company property which sums up the score for all associated contacts. But unfortunately, it is not possible to build a calculation including other properties except the ones of the same object. It would be very useful t 続きを読む
17 いいね!
3 コメント
投稿者
2月 01日, 2024
Agree! I'd like to count deals with a date in a custom date property that is between 2 date fields that are on the contact. I can count deals associa...続きを読む
TH7 3月 23日, 2023
Would like to be able to roll up minimum or maximum dates from child to parent. Would also like to flag the record as being included in the calculated field so they can be enrolled in workflows. For example: Which contact has the Minimum 続きを読む
12 いいね!
3 コメント
投稿者
12月 22日, 2023
Would be amazing to have the date of the first and last deal on the contact, using a custom date property on the deal, without any coding. Our deals ...続きを読む
emhall810 1月 20日, 2021
Similar to how Hubspot allows you to create required fields for when a deal moves along a pipeline, I want to create required fields when a contact changes Lifecycle Stages from a Lead to an MQL, SQL, Opportunity, etc. Also, if a contacts Lead S 続きを読む
38 いいね!
19 コメント
投稿者
12月 16日, 2023
This would be super helpful. Our Sales Agents need the rights to change LCS on their own, but they should do so only when certain properties are know...続きを読む
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