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NicoleHsiao
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Member since ‎Aug 23, 2023
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Solved
NicoleHsiao on September 27, 2023
Deals
Hi How can I use Deal Name to be the unique key for Deals?
Reply Discussion Deals
0 upvote
2 Replies
Solved
NicoleHsiao on August 25, 2023
Create List
Hi. I have a problem on creating List. I would like to create a list of contacts. The contacts should be 'VIP' and the sum of their deals between 'levelTime' and 'levelEndTime' is over $20000. Now I have contact properties "memberLevel", "lev read more
Reply Discussion Lists Professional
0 upvote
5 Replies
NicoleHsiao
Participant
August 30, 2023
Hi, Thanks for your reply. I've tried the method you mentioned and it works. However, I would like to ask if there is any other way to fulfill my ...read more
Solved
NicoleHsiao on August 30, 2023
Import Deals to associate existing Contacts
Hello I have some questions on import Deals. I have a file to import and I want those deals associate contact with custId. I can associate Contacts and Deals when I import 2 files at the same time. However, if I have new orders to associate existi read more
Reply Discussion Contacts
0 upvote
3 Replies
NicoleHsiao
Participant
August 30, 2023
Hi Thanks for reply. I know I can import 2 files with association. However, the scenario is that I got new deals for existing contacts. Should I...read more
Solved
NicoleHsiao on August 30, 2023
Import Deals to associate existing Contacts
Hello I have some questions on import Deals. I have a file to import and I want those deals associate contact with custId. I can associate Contacts and Deals when I import 2 files at the same time. However, if I have new orders to associate existi read more
Reply Discussion Contacts
0 upvote
3 Replies
NicoleHsiao
Participant
August 30, 2023
Hi Thanks for reply. I know I can import 2 files with association. However, the scenario is that I got new deals for existing contacts. Should I...read more
Solved
NicoleHsiao on August 25, 2023
Create List
Hi. I have a problem on creating List. I would like to create a list of contacts. The contacts should be 'VIP' and the sum of their deals between 'levelTime' and 'levelEndTime' is over $20000. Now I have contact properties "memberLevel", "lev read more
Reply Discussion Lists Professional
0 upvote
5 Replies
NicoleHsiao
Participant
August 30, 2023
Hi, Thanks for your reply. I've tried the method you mentioned and it works. However, I would like to ask if there is any other way to fulfill my ...read more
Solved
NicoleHsiao on August 24, 2023
Create List who first deal amount is more than $2000
Hi, I have some questions on creating list. I would like to have a contact-list contains the contacts whose first deal is more than $2000 or the first deal category is fragrance. Now I have Amount and Category property in Deal, but I don't know read more
Reply Discussion Lists
0 upvote
5 Replies
NicoleHsiao
Participant
August 25, 2023
It would be nice th show how to set this workflow. Thank you.
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