Casady54

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Caleb Casady

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Casady54

Participant

March 18, 2025

Reply to Business Units - Permissions & Roles

@hhiggins this is great news! Please also consider limiting Partner seats access to specific business units.

Casady54

Participant

January 16, 2025

Reply to Business Units - Permissions & Roles

Commenting for momentum - Can we fast track this?

Casady54

Participant

June 28, 2024

Reply to Make Custom Objects Accessible in Zapier Integration

@joe12south what a bummer. Maybe someday though! You may check out Hapily and see if either Event Hapily or Associ8 are solutions for you...read more

Casady54

Participant

June 27, 2024

Reply to Make Custom Objects Accessible in Zapier Integration

Hey @joe12south , I haven't gotten to play with it yet, but it looks like Zapier now has access to custom objects as of 6/20/2024.

Casady54

Participant

February 28, 2024

Reply to Multi-Select Drop Down Field for Forms

What will come first - teleportation or multi-select in drop-down fields?

Solved

Casady54 on January 30, 2024

Help with Deal Creation from Meeting Booked

Hello, I am looking for advice on the workflow I've attached. The goal of this workflow is to assign ownership of a contact, create a deal, and assign a deal stage based on a meeting booked. The stage of the deal is determined based on the meeting read more

Reply Discussion Deals Meetings Workflows

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