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GClements2
Participant | Platinum Partner
Member since ‎May 18, 2023
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George Clements

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GClements2 on November 26, 2024
Hi Team I am wondering if I can create a property that tells us whether the: contact owner (of a contact record) and the company owner (of a company record) are not the same I think this would need some workflows at the least but just wond read more
GClements2 on December 06, 2023
As it turns out there is no audit trail to see which specific criteria points set a score in a Company/Contact record. You can only review the rules of the score itself to know how it would be reached and then review those factors. This me read more
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Participant | Platinum Partner
May 19, 2023
I'd recommend checking and cleaning your database quarterly at a minimum . This means you can evaluate when you contacted them, whether the contacts...read more
Participant | Platinum Partner
May 18, 2023
Buyer personas should be updated as soon as a significant change occurs in your audience or organisation. Otherwise, I would suggest reviewing and u...read more
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