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tlynncook
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Member since ‎Mar 27, 2023
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Tori Cook

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Contributor
February 04, 2025
Got it, thanks. I went the custom field + workflow route and works like a charm. Thanks for the suggestion!
Contributor
February 04, 2025
Got it thanks! The record ID rollup doesn't work since "currently in sequence" field is still not available in the conditions. The formula.... s...read more
tlynncook on February 04, 2025
Please create an out of the box rollup at the company record of the number of contacts actively enrolled in a sequence. This is so outbound sales reps can quickly scan their target account lists to see how much contact prospecting coverage they are read more
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tlynncook on February 04, 2025
Hi there, I'm trying to roll up the number of contacts currently in a sequence up to the account so we can see how many contacts at an account are in an active sequence. This is my current rollup. The problem is that it seems to be counting any read more
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Contributor
February 03, 2025
How do we sync as an association between the contact record & deal instead of custom fields?
tlynncook on January 23, 2025
There should be a way to overwrite a calculated property with a manual input. There are cases where we want to automate a value 9% of the time, but edge cases that require a rep to manually overwrite it. For example, when creating a custom calculat read more
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