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PBarik8
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Member since ‎Jun 20, 2023
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Pratyasha Barik

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Member
January 21, 2025
If I migrate the contacts or companies, will the activities also be migrated automatically or do I need to follow some other steps?
Member
January 21, 2025
Is it possible to migrate all the objects at once in a sheet? Like one excel sheet with different tabs of each object data, will it be possible t...read more
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PBarik8 on January 21, 2025
I want to migrate data from "A" account to "B" account. Below are the data to be migrated; 1. Deals 2. Contacts 3. Companies 4. Users 5. Tasks For users, I want to import all the associated records as well. While I was exporting data from " read more
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Member
January 20, 2025
Reply to Workflow
We have 2 teams using the same fields. how can we restrict the teams respectively with the access to the use of that field and the whole record?
PBarik8 on January 19, 2025
Question: How can I prevent older records from being enrolled in deal workflows that trigger after X days? Explanation: We have deal workflows in place for Hopkins that trigger actions after a certain number of days. However, I’m concerned abou read more
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