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emacd33
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Member since ‎Sep 28, 2022
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Erin MacDonald

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emacd33 on December 19, 2022
Workflow looking at previous property value
We have a "client health score" property that has a green, yellow, or red value. I am looking to create a workflow to notify people when the health score has been downgraded (green to yellow, yellow to red, green to red). Is there a way to set t read more
Reply Discussion Enterprise
0 upvote
2 Replies
Solved
emacd33 on December 08, 2022
Add contacts to list from custom report
I am trying to build a list of contacts who are linked to old lost deals so I can add them to a sequence for additional follow up. I have built a custom report to get the list of contacts associated with these deals, however there doesn't appear to read more
Reply Discussion Enterprise
0 upvote
2 Replies
emacd33
Participant
December 08, 2022
Perfect, that is exactly what I needed! Thank you!
Solved
emacd33 on December 08, 2022
Add contacts to list from custom report
I am trying to build a list of contacts who are linked to old lost deals so I can add them to a sequence for additional follow up. I have built a custom report to get the list of contacts associated with these deals, however there doesn't appear to read more
Reply Discussion Enterprise
0 upvote
2 Replies
emacd33
Participant
December 08, 2022
Perfect, that is exactly what I needed! Thank you!
Solved
emacd33 on November 04, 2022
Days since reaching MQL status?
I am trying to build a report of MQLs who reached MQL status greater than 1 day ago. I've looked through all of the date options in filters but there doesn't seem to be an options to achieve "greater than 1 day". I've also looked at building a pro read more
Reply Discussion Enterprise
0 upvote
1 Reply
Solved
emacd33 on November 03, 2022
Way to move marketing email records in accidentally merged contacts?
I have two contacts that were accidentally merged together. I've been able to create a new one record, move that email address, and manually re-associate each email to the right contact. I was hoping I could do somehting similar with Marketing read more
Reply Discussion Enterprise
0 upvote
2 Replies
emacd33
Participant
November 03, 2022
Thank you Karsten.
Solved
emacd33 on November 03, 2022
Way to move marketing email records in accidentally merged contacts?
I have two contacts that were accidentally merged together. I've been able to create a new one record, move that email address, and manually re-associate each email to the right contact. I was hoping I could do somehting similar with Marketing read more
Reply Discussion Enterprise
0 upvote
2 Replies
emacd33
Participant
November 03, 2022
Thank you Karsten.
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