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paulbab1998
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Member since ‎Apr 10, 2020
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paulbab1998
Contributor
February 25, 2021
Reply to Tracking Deals through Workflow
@benesch_e What a great idea! I'm just starting to explore the new Analytics tools, but this was a great lead. I followed your suggestion and...read more
paulbab1998
Contributor
February 01, 2021
Reply to Tracking Deals through Workflow
This looks like a good workaround! Thanks
paulbab1998
Contributor
February 01, 2021
Reply to Tracking Deals through Workflow
Hi, thanks KTownsend. By moving out of quarter, I mean if the close date moves out of the current quarter that it is in. So for example, if we have...read more
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paulbab1998 on February 01, 2021
Tracking Deals through Workflow
Hi, I'm trying to create a Workflow that notifies me when a deal that is greater than $500K moves out of the quarter. Is there any way to set a trigger based on when a live date changes from one range to another range? Thanks, Paul
Reply Discussion Workflows
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paulbab1998
Contributor
May 20, 2020
Reply to Table View on Dashboards not showing Totals
Thank you @PamCotton . Appreciate you digging into this for me. Paul
paulbab1998
Contributor
May 20, 2020
Reply to Table View on Dashboards not showing Totals
Yes, Pam, that is exactly correct. Total vs. Total per Page! Thanks, Paul
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