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CClark3
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Member since ‎Jan 30, 2024
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Cody Clark

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CClark3 on March 14, 2025
Sequence Open Rate
Hello, We recently created a seqeuence and we are trying to understand the metrics. We have 3 responses to the sequence however supposedly no one has opened or clicked on the email which would have to be incorrect. Could this be an issue with how read more
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CClark3 on March 12, 2025
Adding calculation field
Hello, Is it possible to add an Or function in a calculated field. So we have 2 properties that captures revenue by the region. So we have Americas Line item revenue and Europe linje item revneue I need to add these 2 fields together so we can s read more
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CClark3 on March 10, 2025
Conditional Logic
Hello, This is a 2 part question.. We need the "Has ODE been locked" to be yes before a deal can be moved as closed won. We have a workflow to calculate the field to yes when certain criteria has been met. My first question is Can you make a proper read more
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CClark3 on March 05, 2025
Adding Line item fields on right side of deal
Hello, We currently have an integration set up with our pricing tool which is on another site. I want to be able to create two fields "Last Updated Link" and "Last updated Link timestamp". Both of these fields should come from our pricing tool and read more
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CClark3
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February 26, 2025
Reply to Timestamp Fields/Last Modified Fields
Is it anyway to get the field histroy to show top copy over in its own field? Essentially we would like to create a calculation field that comes back...read more
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CClark3 on February 26, 2025
Can a calculated property be used to return true when fields were updated after a field?
Hello, We want a field that comes back as True/False or Yes/No when the financials were approved on a deal. However we have to make sure no changes were made to the deal once the financial approved property is known. So if the Start date, durati read more
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