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sberry11
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Membro desde ‎set 7, 2017
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Sarah Berry

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sberry11 on Fevereiro 26, 2024
I want the ability to update contact properties (even if limited to the lifecycle stage) after someone clicks a CTA - like we can in forms. Ideally you would be able to update any contact property in both the forms and CTA to help track the contacts Leia mais
0 avaliações positivas
0 Respostas
Solucionado
sberry11 on Janeiro 16, 2024
I'm running into a problem with our contact form assigning a contact owner and its left blank and in limbo - which is the worst case scenario. I do try to control which owner it is assigned to in a few instances (depending on lifecycle stage), but w Leia mais
0 avaliações positivas
1 Respostas
Solucionado
sberry11 on Dezembro 06, 2023
Admittedly, reports is by far the hardest part of HS for me to get my head around. I want to create a report on our deals closed within an adjustable timeframe that have a meeting associated with it versus those without. We are just starting to get Leia mais
0 avaliações positivas
7 Respostas
Top colaborador(a)
Dezembro 12, 2023
I did get it to change. You have a wait a few minutes, but it does change. My options don't look like what you show above, but this is what I finally...Leia mais
Solucionado
sberry11 on Dezembro 06, 2023
Admittedly, reports is by far the hardest part of HS for me to get my head around. I want to create a report on our deals closed within an adjustable timeframe that have a meeting associated with it versus those without. We are just starting to get Leia mais
0 avaliações positivas
7 Respostas
Top colaborador(a)
Dezembro 12, 2023
I did get it to change. You have a wait a few minutes, but it does change. My options don't look like what you show above, but this is what I finally...Leia mais
Solucionado
sberry11 on Dezembro 06, 2023
Admittedly, reports is by far the hardest part of HS for me to get my head around. I want to create a report on our deals closed within an adjustable timeframe that have a meeting associated with it versus those without. We are just starting to get Leia mais
0 avaliações positivas
7 Respostas
Top colaborador(a)
Dezembro 12, 2023
I did get it to change. You have a wait a few minutes, but it does change. My options don't look like what you show above, but this is what I finally...Leia mais
Solucionado
sberry11 on Dezembro 06, 2023
Admittedly, reports is by far the hardest part of HS for me to get my head around. I want to create a report on our deals closed within an adjustable timeframe that have a meeting associated with it versus those without. We are just starting to get Leia mais
0 avaliações positivas
7 Respostas
Top colaborador(a)
Dezembro 12, 2023
I did get it to change. You have a wait a few minutes, but it does change. My options don't look like what you show above, but this is what I finally...Leia mais
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