@JLachapelle It's possible to automate datestamping when an object moves from one property value to another (in this case, from one deal stage to a...Beitrag ansehen
Hi @coolraj12 ,
Unless I'm misunderstanding your intention, you should be able to do this using association labels. If a Contact's Primary as...Beitrag ansehen
Hi @janquast this is a pretty common question with scoring. We discussed this a bit in a recent HUG Admins webinar, and the particular question aro...Beitrag ansehen
Hi @ODiamond , in this case I'd encourage you to just filter that specific deal out of your funnel report by using either the Deal Name is not equ...Beitrag ansehen
Hi @VDavison ,
You can use custom association labels to set up specific Company -> Company associations. More information can be found in ...Beitrag ansehen