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YeshaMehta
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Member since ‎Feb 1, 2024
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YeshaMehta on May 02, 2025
Allow Use of Snapshot Date in Custom Report Builder
I want to be able to use Snapshot Date as a field in the Custom Report Builder . Currently, it’s only available in a few pre-built Sales Analytics reports (like Historical Snapshots), and those reports can’t be customised, severely limiting o read more
Reply Idea Analytics Tools Sales Reporting
17 upvotes
4 Replies
YeshaMehta
Member
February 13, 2024
Reply to Having errors in my updating my lifecycle stages
Hello, I've updated the MQL workflow with new enrollment criteria to address the lifecycle stage error. Now, only contacts with an empty lifecyc...read more
YeshaMehta
Member
February 12, 2024
Reply to Having errors in my updating my lifecycle stages
Hello, I've updated the MQL workflow with new enrollment criteria to address the lifecycle stage error. Now, only contacts with an empty lifecycle...read more
Solved
YeshaMehta on February 07, 2024
Having errors in my updating my lifecycle stages
Hello, I recently made some updates to my MQL workflow, and I've attached a screenshot of the updated workflow for your reference. However, for the past two days, I've been encountering an error related to the lifecycle stage. Despite reviewin read more
Reply Discussion Professional
0 upvote
5 Replies
YeshaMehta
Member
February 07, 2024
Reply to Automating workflows for customer journey.
No, it didn't, but this helped me identify the problem, so thank you.
YeshaMehta
Member
February 07, 2024
Reply to Automating workflows for customer journey.
Yes, here is the screenshot below of the entire workflow. The contact is not enrolled even though he meets all the criteria.
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