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Snapdragon23
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Member since ‎Nov 29, 2022
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Snapdragon23 on December 23, 2022
Using Email Opens as a Factor for a Score Property
Hi Everyone, I'm attempting to calculate a portion of a score property based on email opens from contacts as well as whether or not they attended a meeting. Any ideas on way to pull "email opens" and "meetings attended" into a score and/or start t read more
Reply Discussion Email Tracking
0 upvote
5 Replies
Snapdragon23
Participant
January 03, 2023
Thank you! Just one more thing, I am pulling in score properties from custom records. Things like "Add 10 points if the customer held a quarterly rev...read more
Solved
Snapdragon23 on December 23, 2022
Using Email Opens as a Factor for a Score Property
Hi Everyone, I'm attempting to calculate a portion of a score property based on email opens from contacts as well as whether or not they attended a meeting. Any ideas on way to pull "email opens" and "meetings attended" into a score and/or start t read more
Reply Discussion Email Tracking
0 upvote
5 Replies
Snapdragon23
Participant
January 03, 2023
Thank you! Just one more thing, I am pulling in score properties from custom records. Things like "Add 10 points if the customer held a quarterly rev...read more
Solved
Snapdragon23 on December 23, 2022
Using Email Opens as a Factor for a Score Property
Hi Everyone, I'm attempting to calculate a portion of a score property based on email opens from contacts as well as whether or not they attended a meeting. Any ideas on way to pull "email opens" and "meetings attended" into a score and/or start t read more
Reply Discussion Email Tracking
0 upvote
5 Replies
Snapdragon23
Participant
January 03, 2023
Thank you! Just one more thing, I am pulling in score properties from custom records. Things like "Add 10 points if the customer held a quarterly rev...read more
Solved
SMaterzyński on June 10, 2022
Workflow-Way to copy value from contact property to deal property when contact property is updated?
Hi Everyone, I am looking for way to copy value from contact property to deal property when the contact property changed/was updated. Is there any way to do this?
Reply Discussion CRM How-To Workflows
0 upvote
4 Replies
Snapdragon23
Participant
November 30, 2022
Will this essentially enroll every record then every day? I was hoping to only enroll it when updated as it often updates daily for a week or so at a...read more
Solved
SMaterzyński on June 10, 2022
Workflow-Way to copy value from contact property to deal property when contact property is updated?
Hi Everyone, I am looking for way to copy value from contact property to deal property when the contact property changed/was updated. Is there any way to do this?
Reply Discussion CRM How-To Workflows
0 upvote
4 Replies
Snapdragon23
Participant
November 30, 2022
Will this essentially enroll every record then every day? I was hoping to only enroll it when updated as it often updates daily for a week or so at a...read more
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