I'd like to submit a request to be able to delete or modify the property history. Use case: I have this report that was set as Close won by mistake, and now it is affecting a funnel report, I would like to be able to remove the previous value 続きを読む
@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...続きを読む
I know you can set up contact associations with companies, but can you set up company to company associations. Not Parent/Child associations eg. Company A would be the parent company to Company B as their owner and Company C would be an associate c 続きを読む
Hello fellow Devs, I have a scenario where I want to trigger a workflow when a contact's primary association to a company changes . For an example Contact 1 associated to comp 1(primary) and comp 2 ( non primary) Modified to Contac 続きを読む
Hello together we assign a lead score of 100 if a whitepaper form is signed up. By the lead score of 100 the lead status is set to "new relevant" so that our sales team know who and when to call the lead. We currently have many leads which w 続きを読む
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...続きを読む
I'd like to submit a request to be able to delete or modify the property history. Use case: I have this report that was set as Close won by mistake, and now it is affecting a funnel report, I would like to be able to remove the previous value 続きを読む
@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...続きを読む
I know you can set up contact associations with companies, but can you set up company to company associations. Not Parent/Child associations eg. Company A would be the parent company to Company B as their owner and Company C would be an associate c 続きを読む
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