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Shuler
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Member since ‎Mar 21, 2023
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Paula Shuler

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Solved
Shuler on April 28, 2025
Hide old dates in reports
We pay ongoing commission to our partners for deals sent our way, and have done so for many years. I'd like to show a cummulative report of the commission we pay, but only for the last year. My problem is that we've had deals close since 2015 that w read more
Reply Discussion Reports
0 upvote
2 Replies
Shuler
Contributor
March 20, 2025
Reply to Health Scoring with Meeting/contact Properties
I agree - lists will be probably the best way to know if someone had a meeting within the last 30 days - but getting the actual count of meetings wit...read more
Shuler
Contributor
February 21, 2025
Reply to Tracking field changes with number values
Hey Karsten, Thanks for the suggestion! Unfortunately the Order Volume field is updated by an outside API that I do not have a control or knowled...read more
Solved
Shuler on February 20, 2025
Tracking field changes with number values
We have some fields that if they reduce in value, a task should be triggered to the CSMs to follow up: Order Volume Connection Count MRR If the number is less than what it previous was, we want an alert. I create a custom event to track th read more
Reply Discussion Deals
0 upvote
3 Replies
Solved
Shuler on February 06, 2025
Report of Companies where there are contacts with no phone numbers
Would there be an easy way to have a report of companies where there are contacts that have no phone numbers, versus companies that do? Im running into an issue where the same company appears on both reports if they have one contact without a nu read more
Reply Discussion Companies Contacts
1 upvote
2 Replies
Solved
Shuler on January 09, 2025
Has anyone been able to enrich a contact with Breeze/HubSpot?
I currently have the Breeze AI enrichment enabled, and while I have been able to enrich company records with no issue, every contact I try isn't available. What am I missing here?
Reply Discussion Contacts
0 upvote
5 Replies
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