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HMasson
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Heather Masson

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HMasson on May 18, 2022
I'm needing to make a company level report on how many are showing a specific checkboxed item from a customized property. ie. Property: Multiple Checkbox Conversation Type: Choice options are call, email or letter. I need to see what percenta read more
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HMasson on May 17, 2022
I made a report showing deal and customized date property that is manually filled by sales reps. There is only one field for this information and no evidence of changes to filters etc. It was brought to my attention that there are deals not being read more
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Member
May 18, 2022 04:46
Hi, Thanks for reaching out! I have solved the issue. The primary data source was set to contact when I was looking at company data. Changing th...read more
HMasson on May 17, 2022
I made a report showing deal and customized date property that is manually filled by sales reps. There is only one field for this information and no evidence of changes to filters etc. It was brought to my attention that there are deals not being read more
0 upvote
2 Replies
Member
May 18, 2022 04:46
Hi, Thanks for reaching out! I have solved the issue. The primary data source was set to contact when I was looking at company data. Changing th...read more
Solved
HMasson on May 13, 2022
I have a bunch of contacts that are using company emails but should not be associated as contacts to that company record. Is there a way to remove that domain from the contact>company association?
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Member
May 13, 2022 12:07
Thank you very much, this is perfect!
Solved
HMasson on May 13, 2022
I have a bunch of contacts that are using company emails but should not be associated as contacts to that company record. Is there a way to remove that domain from the contact>company association?
0 upvote
2 Replies
Member
May 13, 2022 12:07
Thank you very much, this is perfect!
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