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DMeyerWI
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Member since ‎Jan 27, 2024
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DMeyerWI
Participant
December 20, 2024
Reply to Add possibility to report on meeting attendees
Helpful to have accurate activity for my team. The only fix is to duplicate the meeting and that is overstating the number of meetings.
DMeyerWI
Participant
December 12, 2024
Reply to Export a single property's sub-values (e.g. dropdowns, checkboxes)
Is this available yet?
DMeyerWI
Participant
November 04, 2024
Reply to In reporting, filter by Unique IDs, Unique Contact or activity
I am looking for the same reporting functionality. If there is an activity made to a contact that also gets recorded on the company, I only want to s...read more
DMeyerWI
Participant
January 29, 2024
Reply to Populate custom property "County" from Zip Code
Thank you Maria, I don't have the skill set to be coding but thank you for the option. I will look into how to automate with the Operations Hub. I h...read more
DMeyerWI
Participant
January 29, 2024
Reply to Populate custom property "County" from Zip Code
These are the steps that I completed to create workflows for the postal codes in Wisconsin. Thank you.
Solved
DMeyerWI on January 28, 2024
Populate custom property "County" from Zip Code
How can I use workflows to populate the County Name based on the Zip Code when creating a Company Record? Something like this - If zip code = 54701; 54702; 54703 then County = Eau Claire. Name of county populated in the "County" Property that i read more
Reply Discussion Workflows
2 upvotes
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