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JHaber6
Contributor | Elite Partner
Contributor | Elite Partner
Member since ‎Aug 16, 2021
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JHaber6
Contributor | Elite Partner
October 28, 2024
Reply to Deal Stage before Closed
This can also be done from a calculated property now. In descending order, add a formula to check if a deal has entered each open stage, starting wit...read more
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JHaber6 on October 10, 2024
Property Checking if a Date Value is in This Month
Is there a way to create a workflow updated property or formula property that checks whether a date property's value is in this month? Thank you!
Reply Discussion CRM
0 upvote
1 Reply
JHaber6
Contributor | Elite Partner
December 28, 2022
Reply to Detecting % change in a property
Hi @jcworth , you're on the right track! To accomplish this: Create a custom field called 'Previous MRR' to store the Previous MRR. Create a ...read more
JHaber6
Contributor | Elite Partner
November 15, 2022
Reply to Reporting on form completions for new and existing contacts
Hi @Anonymous , have you tried utilizing a forms report or the forms analytics tool?
JHaber6
Contributor | Elite Partner
November 15, 2022
Reply to Allow a report to Pull in the Most Recent Closed Won Deal for a Company
You can see this information by utilizing custom properties and a workflow. To do this: Add a custom single-line text property to the company ob...read more
JHaber6
Contributor | Elite Partner
July 26, 2022
Reply to Assign an association label to one of many company contacts based on a property via workflow?
@CP-BWG Not 100% sure about this, but I'd recommend checking out Insycle. They have some functionality for associating records based on properties....read more
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