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TBurchett
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Member since ‎Jun 29, 2023
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Thomas Burchett

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ZGarcia on December 27, 2023
We do volume in transactional sales. It would be beneficial if we were able to apply an association label (Deal -> Company) through a workflow, vs. manually. This will allow more automation improvement we wish to implement, such as automaticall read more
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Member
February 08, 2024
+1
catan on January 30, 2020
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Member
July 11, 2023
Huh okay interesting. Is "default associations limited to the only the contact being emailed" the setting right below where it says "existing co...read more
catan on January 30, 2020
Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more
Member
July 11, 2023
Huh okay interesting. Is "default associations limited to the only the contact being emailed" the setting right below where it says "existing co...read more
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