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twj1522
Participant | Partenaire solutions Platinum
Participant | Partenaire solutions Platinum
Membre depuis ‎févr. 16, 2024
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twj1522
Participant | Partenaire solutions Platinum
Octobre 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....Lire la suite
Résolues
twj1522 le Octobre 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 Lire la suite
Répondre Discussion Enterprise
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twj1522 le Mai 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?
Répondre Discussion Professional
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1 Réponse
twj1522
Participant | Partenaire solutions Platinum
Avril 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.
Résolues
twj1522 le Avril 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 Lire la suite
Répondre Discussion Professional
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3 Réponses
twj1522
Participant | Partenaire solutions Platinum
Mars 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...Lire la suite
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