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GClarke0
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Member since ‎Sep 5, 2022
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GClarke0 on October 03, 2022
Auto-Deleting Contacts
We have an enquiry form on our website which auto-adds their information (email, number, name) to our CRM. This is essential as it gives us the information to follow up on this lead. Is there a functionality that allows us to auto-delete these read more
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GClarke0 on September 20, 2022
Contact Tier Limit
Hi there, We received an email on the 13th September saying we are at 115.92% of our contact tier limit. We have a 5,000 limit on our portal and we have approx 5,800 contacts as things stand. We are in the process of scoping out how to best read more
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GClarke0 on September 05, 2022
Deactivation Accounts based on tasks assigned
I am looking to find a quicker solution than a manual audit of all accounts to delete expired or no longer active accounts within our database. Some accounts have had a task assigned to a newly expired user asking for the expired user to delete the read more
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GClarke0
Member
September 05, 2022
Hi @karstenkoehler , Thank you for your prompt response. I cannot find the filter 'Active Property' under the 'All Filters' section having sear...read more
Solved
GClarke0 on September 05, 2022
Deactivation Accounts based on tasks assigned
I am looking to find a quicker solution than a manual audit of all accounts to delete expired or no longer active accounts within our database. Some accounts have had a task assigned to a newly expired user asking for the expired user to delete the read more
Reply Discussion
0 upvote
3 Replies
GClarke0
Member
September 05, 2022
Hi @karstenkoehler , Thank you for your prompt response. I cannot find the filter 'Active Property' under the 'All Filters' section having sear...read more
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