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Delsom
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Member since ‎Dec 21, 2020
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Stian Delsom

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Activity

NicoleSengers on February 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
Reply Idea Contacts & Companies Workflows
1070 upvotes
345 Replies
Delsom
Participant
May 10, 2022
Yes, I feel this is super necessary for the association label to make sense in any way for automated tasks. We have workflows that automatically ...read more
Solved
Delsom on May 26, 2021
Reporting deals won this month but made at any point
Hi, So I want to make a report that tells me if a deal was won in the specified period (this month/week etc), even if it was made at any point before that. Currently, I have a report set to numbers and reporting count of deals with a filter of read more
Reply Discussion Deals Reports
0 upvote
3 Replies
Delsom
Participant
May 26, 2021
Thanks Karsten! This sounds a lot like what I'm looking for. I need to map out all the pipeline stages any deal can be in after it is won but I thi...read more
Solved
Delsom on May 26, 2021
Reporting deals won this month but made at any point
Hi, So I want to make a report that tells me if a deal was won in the specified period (this month/week etc), even if it was made at any point before that. Currently, I have a report set to numbers and reporting count of deals with a filter of read more
Reply Discussion Deals Reports
0 upvote
3 Replies
Delsom
Participant
May 26, 2021
Thanks Karsten! This sounds a lot like what I'm looking for. I need to map out all the pipeline stages any deal can be in after it is won but I thi...read more
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