CateDuarte

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Catarina Duarte

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Activity

RebeccaShultz on March 31, 2023

Line Items and Recurring Revenue

If I add a line item to a deal that has closed, does the recurring revenue calculate retroactively from the closed/won date?

Reply Discussion Enterprise

0 upvote

1 Reply

CateDuarte

Top Contributor | Diamond Partner

March 31, 2023

Hi @RebeccaShultz , yes you can update line items in a closed deal. The Recurring revenue is updated and when saving you will be asked if you want ...read more

AMulagic on March 31, 2023

Report with custom property don´t show the correct data

Hi, Would like to bring up a problem I´ve encountered yesterday. I´ve built a workflow that uses an active list to set custom property values as the list is being updated. Workflow enrollments show the exact number of contacts in the list, b read more

Reply Discussion Enterprise

0 upvote

1 Reply

CateDuarte

Top Contributor | Diamond Partner

March 31, 2023

Hi @AMulagic In the report you are using count of contacts (is this from lists membership?) and the workflows uses enrollments (can a contac...read more

KS_03 on March 31, 2023

Can I change who is assigned to an activity?

I want to change the user to which an activity is assigned to. Is there any way I can edit it after creating it? Or are there other ways I can select to which user it is assigned to before logging an activity in a deal. Thanks in advanced!

Reply Discussion best practices Sales Starter

0 upvote

1 Reply

CateDuarte

Top Contributor | Diamond Partner

March 31, 2023

Hi @KS_03 it depends on the activity you are trying to log. Notes and logged calls are user generated so you can't change the user. Tasks ...read more

amandafann on August 18, 2021

Send Sequence Emails from the Contact Owner when enrolling with a workflow

When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Rather, a specific Owner with a Paid Seat must be selected. For large Teams with many users, this means y read more

Reply Idea Sequences Workflows

85 upvotes

25 Replies

CateDuarte

Top Contributor | Diamond Partner

March 30, 2023

We would need this for a current customer.

CateDuarte on March 22, 2023

Count of Departments with contacts associated

Hi all, We have a customer that wants to check, inside the company, how many Departments have associated contacts. To understand their progress in covering the account - sales wise. I can easly reach the count of contacts per departmen read more

Reply Discussion CRM Enterprise

0 upvote

2 Replies

CateDuarte

Top Contributor | Diamond Partner

March 22, 2023

Hi @BukunmiOdetayo I need this but for the companies object. For each Company (customer), they need to know how many departments they have contacts...read more

CateDuarte on March 22, 2023

Count of Departments with contacts associated

Reply Discussion CRM Enterprise

0 upvote

2 Replies

CateDuarte

Top Contributor | Diamond Partner

March 22, 2023

Hi @BukunmiOdetayo I need this but for the companies object. For each Company (customer), they need to know how many departments they have contacts...read more

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