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JoeBurchard
Top Contributor | Elite Partner
Top Contributor | Elite Partner
Member since ‎Mar 14, 2022
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  • solutions
    5
  • Replies
    40
  • Upvotes Given
    65
  • Upvotes Received
    38
  • Ideas
    4

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JoeBurchard
Top Contributor | Elite Partner
March 09, 2026
Reply to Interview with Karsten Köhler: Reflecting on 5 Years of Community Engagement
You're a beast Karsten - it's people like you that make a community thrive. Appreciate your efforts as I've got a lot of insight from your responses...read more
JoeBurchard
Top Contributor | Elite Partner
March 05, 2026
Reply to Using Calculated Properties to Create Relative Date based on Month
You can leverage the 'lead/deal create date,' create 'expected close date' calculated property that is create date + 150 days and then for reporting ...read more
JoeBurchard
Top Contributor | Elite Partner
March 02, 2026
Reply to Projects with Claude Connector
Since there's not a native connector to the object already, I'd suggest adding your upvote and specific use case to the Idea that @TCahill created ...read more
JoeBurchard
Top Contributor | Elite Partner
March 02, 2026
Reply to Impossible to change nothing
Contact your account's super admin. This is likely due to your user profile not having permissions to edit that specific property.
JoeBurchard on January 09, 2026
Cloning of User Provisioning
Every time we add a new sales team member, we have to manually: Create/clone standardized scheduling pages with adjustments for the names and links Create email templates specific to the user for sequences Build out sequences to be used for read more
Reply Idea Users & Teams & Permissions
1 upvote
0 Reply
JoeBurchard
Top Contributor | Elite Partner
November 21, 2025
Reply to Setting up sequences on behalf of other users
+1 to this idea - this would be a great feature to have. Current workaround is to build sequences for each user and then manually enroll
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