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Charles_1
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Member since ‎May 12, 2022
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CoachAaronCCR on July 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals Properties
1358 upvotes
198 Replies
Charles_1
Participant
July 29, 2022
This is a big must for us!
Solved
BusWiFi on February 16, 2021
Change Contact ownership based on lack of contact for more than x months
Hi, is there a way to change the Contact Owner based on such condition: - employee A (who is contact owner of a given contact/company) hasn't contacted this contact for more than i.e. 6 months - employee B is asked to contact that client (by emai read more
Reply Discussion Contacts CRM
1 upvote
4 Replies
Charles_1
Participant
June 22, 2022
Hi Karsten, Thanks for your response. Is it possible to add to this workflow to only move accounts if the Company Owner hasn't contacted the ...read more
SteveJenns on March 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
Reply Idea Contacts & Companies
1041 upvotes
312 Replies
Charles_1
Participant
May 12, 2022
100% this is needed - we're in the process and migrating to HubSpot is this appears to be a big limitation!
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