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JElgie
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Member since ‎Jan 6, 2023
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JElgie
Participant
August 30, 2023
Reply to Provide a company history for contact records
Is there a way to update the association history? So, for example, update that a lead worked for a company in the past that was a customer without c...read more
JElgie
Participant
February 08, 2023
Reply to Workflows for email object
I would love to be able to trigger a workflow based on words within an email reply to a marketing or sales email. For example, if we get an auto-rep...read more
JElgie
Participant
January 06, 2023
Reply to Show Become a customer date in a company view
That's awesome, Frank! Thank you!
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JElgie on January 06, 2023
Show Become a customer date in a company view
How do I show the Become a customer date in a company view? It seems that the data is only in the contact record. How could I address this?
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