We have created a workflow that notifies the deal owner when a deal is created without a contact. Within the alert they get we let them know that th...続きを読む
@DavidChaves : You can combine information from contacts and companies creating a list. The result is always a list of contacts that have a compa...続きを読む
we ran into the same problem, we solved it by using lists. There you can combine contact properties and company properties. Nevertheless it would be...続きを読む
I have the same request!!!! I thought about creating a workflow alert to let the sales people know when there is a deal that was created without a c...続きを読む
I have the same request!!!! I thought about creating a workflow alert to let the sales people know when there is a deal that was created without a c...続きを読む