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DMeyerWI
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Member since ‎Jan 27, 2024
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Deanna Meyer

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Activity

richard88 on September 08, 2021
In reporting, filter by Unique IDs, Unique Contact or activity
Hello! It would benefit customers to have an ability in reporting and/or in lists to be able to filter by unique interactions. Examples/Use Cases: I have multiple contacts from the same company that both went to SQL stage, but do not want to read more
Reply Idea Marketing Reporting Properties Sales Reporting
0 upvote
1 Reply
DMeyerWI
Member
November 04, 2024
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
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
6 Replies
DMeyerWI
Member
January 29, 2024
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
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
6 Replies
DMeyerWI
Member
January 29, 2024
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
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
6 Replies
DMeyerWI
Member
January 29, 2024
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
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