LFenton20

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solutions
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LFenton20

Contributor

March 06, 2025

Reply to Contact not associated with ticket responds

Hi @kennedyp Thank you for your response and yes that's correct. We do have our inbox configured to reopen tickets when a customer replies to ...read more

Solved

LFenton20 on March 05, 2025

Contact not associated with ticket responds

We forwarded an email from a closed ticket to another person at the client company. The contact was not associated with the ticket and responded to our email. Their response was logged against the ticket but the ticket did not reopen. Do th read more

Reply Discussion Tickets

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3 Replies

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LFenton20 on February 26, 2025

Company workflow based on a date property every year

We are building a workflow that needs to run every year on the same date [Day and Month]. We are asking our success team to reach out to clients that have subscribed a specific membership and we are using the close date on the company record. Ca read more

Reply Discussion Automation

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1 Reply

Solved

LFenton20 on December 03, 2024

Meetings Booked Goal

We are trying to create a meetings booked report where the goal is a sloping trend line that increases as the quarter goes on. There is a template report for meetings booked vs goal but when I use this it only takes the goal from the previous fi read more

Reply Discussion Meetings Reports

1 upvote

1 Reply

LFenton20

Contributor

October 30, 2024

Reply to Meeting Scheduler - Created By field

Thanks @Josh We've actaully gone with that approach but can't seem to find a field when reporting that shows that it comes from this link. Wha...read more

Solved

LFenton20 on October 29, 2024

Meeting Scheduler - Created By field

We have SDRs share a meeting scheduler link with prospects for an AE's calendar. The AE is identified as the Owner and creator of the activity in reporting. These fields are 'Activity Assigned to' and 'Created by' / Created by User ID. Is th read more

Reply Discussion Meetings

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