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twj1522
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Feb 16, 2024
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twj1522
Participant | Platinum Partner
October 10, 2025
Reply to How to re-enroll after property is updated from workflow
I had thought about that initially, but for some reason I thought i would still run into issues, but I've figured out how to do it using 2 workflows....read more
Solved
twj1522 on October 09, 2025
How to re-enroll after property is updated from workflow
I have a workflow and in that workflow I want to check that a handful of properties have been filled in. If they haven't it sends a message to the contact owner to fill in those properties. If they hav been filled in, it creates a ticket for anothe read more
Reply Discussion Enterprise
0 upvote
4 Replies
Solved
twj1522 on May 08, 2025
How to sync call notes to company notes.
I have a client that takes notes when they make calls. They like these notes to be available at the company level. Currently they copy and paste the call notes into the company notes. Is there a way to automate this?
Reply Discussion Professional
0 upvote
1 Reply
twj1522
Participant | Platinum Partner
April 03, 2025
Reply to Set goal for report on sequence enrollment
That was the alternative we were looking at. I was hoping there was just something I was missing. Thanks for the confirmation.
Solved
twj1522 on April 02, 2025
Set goal for report on sequence enrollment
I have a report that shows the number of companies that were enrolled in a set of sequences each week. I want to have a goal line of 20 companies per week, but I can't seem to get it to display properly. I assume this is because we're tracking week read more
Reply Discussion Professional
0 upvote
3 Replies
twj1522
Participant | Platinum Partner
March 31, 2025
Reply to Report on Sequence Enrollment
It is working now. I had to redo everything when I went back into it, so maybe I didn't save or apply the filter. I also had several windows open, so...read more
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