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Jeet_Gautam
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jul 16, 2021
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Jitendra Gautam

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KatieR on December 28, 2017
Auto-generated ID's (Deal IDs, Deal numbers, Project numbers, Job numbers, Reference numbers, etc.)
Are you interested in creating a custom field for deals that could auto-generate a unique ID? Sometimes they are called project numbers, project IDs, job numbers, job IDs, reference numbers, reference IDs etc. Some companies use an alphanumeric numb read more
Reply Idea Deals
143 upvotes
19 Replies
Jeet_Gautam
Participant | Diamond Partner
April 21, 2022
I think we should have functionality at property level to auto increment the value of that property even in custom objects as well.
JorieMunroe on July 11, 2021
How often do you clean your contacts database?
We’re in a data-driven era, where datasets are shared between marketing, sales, and customer service teams to increase organizational effectiveness and facilitate alignment. When you have high levels of inconsistent data, it’s not just one team tak read more
Reply Discussion
206 upvotes
1600 Replies
Jeet_Gautam
Participant | Diamond Partner
November 19, 2021
Data cleaning is as vital as auditing your finances, hence we should have a process to cleaning your data on a regular interval. In my opinion every ...read more
JorieMunroe on July 11, 2021
How often should you audit and update your buyer personas?
Buyer personas can be created through research, surveys, and interviews — all with a mix of customers, prospects, and those outside your contacts database who might align with your target audience. But like all data, even information you g read more
Reply Discussion
204 upvotes
804 Replies
Jeet_Gautam
Participant | Diamond Partner
November 19, 2021
There is no one size fit all answers to this questions there many factors which will decide to arrive the timeframe for your business. I think it all...read more
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