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vsimmons-sf
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Member since ‎Jan 22, 2024
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Victoria Simmons

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vsimmons-sf
Participant
January 13, 2025
Reply to Cloning a Deal
ADDING ANOTHER COMMENT FOR VISIBILITY
vsimmons-sf
Participant
October 03, 2024
Reply to Template Email as Workflow Trigger
Hi, I am looking to build this exact workflow but can't figure out how to find email subject. What kind of workflow should I build? Is this contact o...read more
vsimmons-sf
Participant
February 12, 2024
Reply to Syncing a Contact field to a Deal
Thank you so much @karstenkoehler ! This solution worked great.
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vsimmons-sf on February 12, 2024
Syncing a Contact field to a Deal
I created a custom field that is used in our New Contact creation form. I cloned the field to also show up in our Deal Creation form and want it to autofill if the contact already has that field filled out. Is this possible? Is there a way to s read more
Reply Discussion Deals
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