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JWills8
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Membre depuis ‎nov. 4, 2022
  • Solutions
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  • Réponses
    4
  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Justin Wills

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Résolues
JWills8 le Avril 14, 2023
Hello Everyone, I know you can add an additional email to a contact by pulling up their record, clicking the pencial and selecting add additional email. Curious if there is a way to get the same result through a workflow.
2 Mentions J'aime
9 Réponses
Membre
Avril 21, 2023
Just as an update, the additional email field is a read only field and currently can not be updated by an API.
Résolues
JWills8 le Avril 14, 2023
Hello Everyone, I know you can add an additional email to a contact by pulling up their record, clicking the pencial and selecting add additional email. Curious if there is a way to get the same result through a workflow.
2 Mentions J'aime
9 Réponses
Membre
Avril 21, 2023
Just as an update, the additional email field is a read only field and currently can not be updated by an API.
Résolues
JWills8 le Avril 14, 2023
Hello Everyone, I know you can add an additional email to a contact by pulling up their record, clicking the pencial and selecting add additional email. Curious if there is a way to get the same result through a workflow.
2 Mentions J'aime
9 Réponses
Membre
Avril 21, 2023
Just as an update, the additional email field is a read only field and currently can not be updated by an API.
Résolues
JWills8 le Mars 03, 2023
Have a use case where a contact can have multiple deals in the same pipeline at one time. We are using salesforce integration so we have several workflows that are contact based that update deal stages. Is there a way to filter/select which deal ge Lire la suite
1 Mention J'aime
5 Réponses
Membre
Mars 06, 2023
Hey @danmoyle . Thanks for taking a look and trying to help me find a solution. We currently have one team working out of salesforce that is verif...Lire la suite
Résolues
JWills8 le Mars 03, 2023
Have a use case where a contact can have multiple deals in the same pipeline at one time. We are using salesforce integration so we have several workflows that are contact based that update deal stages. Is there a way to filter/select which deal ge Lire la suite
1 Mention J'aime
5 Réponses
Membre
Mars 06, 2023
Hey @danmoyle . Thanks for taking a look and trying to help me find a solution. We currently have one team working out of salesforce that is verif...Lire la suite
Résolues
JWills8 le Novembre 04, 2022
Hello Everyone, Curious if anyone knows a good critiera to use for re-enrollment since meeting outcome can't be used. Need to move the deal stage based on the outcome, but running into an issue since reschecdule doesn't cause the deal stage to m Lire la suite
0 Mention J'aime
3 Réponses
Membre
Novembre 07, 2022
Hey Karsten, Thank you for the suggestion. This is working for the enrollment but having an issue with setting the deal property since the workfl...Lire la suite
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