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ysherriff
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Member since ‎Mar 9, 2022
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Yuhanna Sherriff

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ysherriff on June 17, 2022
Auto generate text for property
Hi all, I created a multi-text property that I want to say this " Lead generated from an account based marketing program. Please consult with Account Based Marketing to coordinate follow-up." But when I created the property it won't allow read more
Reply Discussion
0 upvote
2 Replies
ysherriff
Participant
June 17, 2022
Thank you Karsten. Much appreciated
Solved
ysherriff on June 17, 2022
Auto generate text for property
Hi all, I created a multi-text property that I want to say this " Lead generated from an account based marketing program. Please consult with Account Based Marketing to coordinate follow-up." But when I created the property it won't allow read more
Reply Discussion
0 upvote
2 Replies
ysherriff
Participant
June 17, 2022
Thank you Karsten. Much appreciated
Solved
ysherriff on June 13, 2022
Bucket or group a new property based on another property.
Hi all, In the company object, I have a field type called Type that has some values. I want to bucket these values into 4 buckets on a new property. I have created this workflow. Is it setup correctly? Thank you
Reply Discussion Enterprise
0 upvote
2 Replies
ysherriff
Participant
June 13, 2022
Works perfectly... Thank you very much!!!! 😀
Solved
ysherriff on June 13, 2022
Bucket or group a new property based on another property.
Hi all, In the company object, I have a field type called Type that has some values. I want to bucket these values into 4 buckets on a new property. I have created this workflow. Is it setup correctly? Thank you
Reply Discussion Enterprise
0 upvote
2 Replies
ysherriff
Participant
June 13, 2022
Works perfectly... Thank you very much!!!! 😀
Solved
ysherriff on June 13, 2022
Formula to bucket a property based on another property
Hi all, In the company object, I have a field type called Type that has some values. I want to bucket these values into 4 buckets on a new property. What is the best way to accomplish this? Thank you.
Reply Discussion
0 upvote
3 Replies
ysherriff
Participant
June 13, 2022
Hi, Here is the workflow I created. Please let me know if this is setup correctly.
Solved
ysherriff on June 13, 2022
Formula to bucket a property based on another property
Hi all, In the company object, I have a field type called Type that has some values. I want to bucket these values into 4 buckets on a new property. What is the best way to accomplish this? Thank you.
Reply Discussion
0 upvote
3 Replies
ysherriff
Participant
June 13, 2022
Hi, Here is the workflow I created. Please let me know if this is setup correctly.
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