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CLancelot
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Member since ‎Dec 21, 2023
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Camille Lancelot

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CLancelot on November 07, 2024
Customize company record view for a specific company type
Hi, My organization is a membership organization. We collaborate with organizations of many types, but for our members in particular we provide specific services and require specific tasks. I would like to customize the company record view for O read more
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CLancelot
Participant
February 14, 2024
Reply to Add/associate form submission activity with deal along with contact
Yes! We want to see different application forms and reporting forms attached to the same deal. Also to use submission of forms to push deals forward ...read more
CLancelot
Participant
December 21, 2023
Reply to How to filter all contacts from the same company based on activity with one contact?
Yes! It worked! Thank you very much.
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CLancelot on December 21, 2023
How to filter all contacts from the same company based on activity with one contact?
Hi, We are using the SurveyMonkey integration to collect annual reports from our member companies. I would like to schedule reminder emails to the companies to motivate them submit their annual reports. However, I would like to filter out all th read more
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