You have an option to show a field in case a specific value is met. For example in the deal properties, renewal roadmap is displayed if a deal is in ...続きを読む
I'm looking forward to finding the leads who fills multiple forms (registers to multiple events/campaigns) and understand the most marketing resource-consuming users. Forms data isn't available to use at the custom reports section. Could yo 続きを読む
Hi all, I'm working on achieving a contact me form follow up for the team where outreach happens from the sales rep that covers the territory. Currently I can use automation to create the territories and use workflows to send a mail via a sa 続きを読む