Member since ‎Oct 18, 2021
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Felipe Carrer

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Felipe-CS on September 23, 2022
Hello, My marketing team has suggested having a contact property that receives the Deal Stage, so they can export and analyze data without having to worry about associating deals and contacts. They would rather just export the contact database a read more
Felipe-CS on July 26, 2022
Hello, Our team currently measures lead conversions by counting contacts that received a date stamp in a property called Recent Lead Conversion. This stamp is set when the contact has filled the relevant forms which are triggers in a workflow. read more
August 30, 2022
Hello, would you be able to know if a solution that covers issue exists or if a workaround has been implemented by other users in a similar more
Felipe-CS on July 05, 2022
I have a workflow that will send contacts after 48 hours of inactivity to another system, but having that 48-hour delay to run during a weekend is not fair, since a contact could enter the delay Friday afternoon and then be sent sunday afternoon, le read more
August 30, 2022
In my case, we needed a 48h delay always. In the situation you mentioned, the contact is going through the weekday delay on Friday, then stops for more
MMoscatelli on July 28, 2022
On dashboards, you can only edit permission to give a group of users to edit and view them, but not just viewing for other different groups. So if the creator of a dashboard wants to have edit + view access and wants the rest of the company to ju read more
7 Replies
August 08, 2022
You can still allow reps to view and not edit. You can't, however, allow some of them to view and some to edit.
Felipe-CS on July 27, 2022
There are a few Dashboards that we want all our users to be able to see, but only a few to edit. It seems I can only either allow all users to see and edit or allow all to see but only the owner to edit. It would be useful to be able to edit these t read more
Felipe-CS on July 26, 2022
We need to be able to look into the historical values of some date properties in order to report last touch conversion information, instead of just the create date, or a overwritten date property. If this resource is implemented, we could analyze al read more
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