MMatos2

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Maria Matos

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MMatos2

Contributor

November 05, 2024

Reply to Be able to apply meetings booked with a sequence

we need this asap.

MMatos2

Contributor

April 17, 2024

Reply to Workflow Custom Code Write to Contact Property

but if we are using multiple Property IDs, how do we define which is the correct record ID?

MMatos2

Contributor

February 27, 2024

Reply to Displaying MRR in total deal board

Hi, I've done this , however the totals at the bottom are still showing the sum and weighted forecasst for the Amount, not the included MRR. How can ...read more

MMatos2

Contributor

February 07, 2024

Reply to The set goal doesn't show in Deals Closed vs. Goal correctly

commenting for reach, went through the same process and had the same error. Functionality seems useless if you cannot add it to dashboards and report...read more

MMatos2

Contributor

November 27, 2023

Reply to Associate Activity Records with Custom Objects

This is a big problem when we have Partner custom objects, we are unable to have visibility on the activities, this is essential functionality!

MMatos2

Contributor

November 08, 2023

Reply to Automatically associate activities from contacts/companies with custom objects

We have created custom objects for partners and we would really like to see any activity associated to any deal the partner is associated to, to popu...read more

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