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JDPC
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Member since ‎Jul 21, 2021
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JD KLEIN

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JDPC on September 13, 2021
We have >1,300 duplicate companies, result of an import gone wrong. Is there a way to bulk update duplicate Companies? Other suggestions? thanks
Guide | Diamond Partner
September 13, 2021 21:29
Hi @JDPC , Make the changes in the file you imported and then import it again. It will only update the previous created companies. But remeber, yo...read more
JDPC on September 13, 2021
Hello, is there a way to track active subscribers in a Company record? We are a B2B SaaS co and want to use the API to sync our cloud subscriber database to our Company records, or at least the # of active subscribers End goal is to create an in read more
1 upvote
2 Replies
Recognized Expert | Diamond Partner
September 16, 2021 22:09
Hello, @TiphaineCuisset thank you for counting me in. So @JDPC coming to your query. Yes, you can track active subscribers in a compa...read more
Solved
gil1002 on February 23, 2021
Hi, We work with multiple partners/resellers. We want to give them the opportunity to register the deals they are working on to ensure that we won't work with their competitors on the same opportunity. Ideally, a partner will go to a landing page, read more
2 upvotes
11 Replies
Participant | Platinum Partner
January 19, 2022 06:58
I have the same problem. I create a custom object called dealer and a form for this dealer to report customers, which with automation creates a new...read more
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