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TAdy
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Member since ‎May 25, 2023
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TAdy on May 25, 2023
Mass assign company ownership based on contact ownership
I need a way to assign company ownership based on contact ownership. Right now we use the ZoomInfo Integration to pull in contacts. However, apparently the integration does not support assigning account ownership. I'd first like to make sure al read more
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TAdy
Member
May 25, 2023
Awesome! Thanks for your help. I turned on the setting you mentioned. Didn't realize it would work in reverse as well. Could I use a workflow to do...read more
Solved
TAdy on May 25, 2023
Create a report that shows total number of days owned
Hi, I want to create a report that I can put on a dashboard that show's a list of accounts and the total number of days the current rep has owned the account. The idea being that after a certain number of days, they should should the account. read more
Reply Discussion Enterprise
0 upvote
2 Replies
Solved
TAdy on May 25, 2023
Mass assign company ownership based on contact ownership
I need a way to assign company ownership based on contact ownership. Right now we use the ZoomInfo Integration to pull in contacts. However, apparently the integration does not support assigning account ownership. I'd first like to make sure al read more
Reply Discussion Enterprise
0 upvote
3 Replies
TAdy
Member
May 25, 2023
Awesome! Thanks for your help. I turned on the setting you mentioned. Didn't realize it would work in reverse as well. Could I use a workflow to do...read more
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