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EPloehn
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Member since ‎Mar 7, 2022
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Erika Ploehn

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EPloehn on May 09, 2022
Why can't you sort contacts by the accociated companies column?
EPloehn on May 09, 2022
When viewing a company, should be able to denote an associated contact as primary and have though at the top on the list on the right. Also, when viewing the list of companies, should be able to have a column of the Primary Contact AND be able to s read more
Member
March 24, 2022
When setting up the import file - for a property that is a multi-checkbox, does it matter the order of the items in the import file? Meaning, if I h...read more
Member
March 24, 2022
meaning, does everything need to repeating all the way across each record line?
Member
March 24, 2022
I really appreciate the information you provided, very helpful. My spreadsheet looks close. So, for a company with multiple contacts, each row shou...read more
Member
March 23, 2022
I have seen proposed templates for importing company/contacts - both objects at once, but I didn't see anything that has those two AND deals. Does o...read more
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