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JeanLLM
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Member since ‎Feb 27, 2024
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JeanLLM on September 04, 2024
How to Add Properties in Add Existing Contact View
When associating an existing contact with a Deal or Company, only the contact's full name and email address are displayed. The phone number appears when hovering over the contact record. Is it possible to display additional contact properties, such read more
Reply Discussion CRM Forms
0 upvote
3 Replies
JeanLLM
Participant
September 08, 2024
Hello @RatulRahman , I have followed the steps you provided and added and moved the Job Title property under the 'About This Contact' section. Ho...read more
JeanLLM on September 04, 2024
How to Add Properties in Add Existing Contact View
When associating an existing contact with a Deal or Company, only the contact's full name and email address are displayed. The phone number appears when hovering over the contact record. Is it possible to display additional contact properties, such read more
Reply Discussion CRM Forms
0 upvote
3 Replies
JeanLLM
Participant
September 08, 2024
Hello @RatulRahman , I have followed the steps you provided and added and moved the Job Title property under the 'About This Contact' section. Ho...read more
JeanLLM on September 04, 2024
How to Add Properties in Add Existing Contact View
When associating an existing contact with a Deal or Company, only the contact's full name and email address are displayed. The phone number appears when hovering over the contact record. Is it possible to display additional contact properties, such read more
Reply Discussion CRM Forms
0 upvote
3 Replies
JeanLLM
Participant
September 08, 2024
Hello @RatulRahman , I have followed the steps you provided and added and moved the Job Title property under the 'About This Contact' section. Ho...read more
Solved
ABhatt3 on February 09, 2024
Creating workflow for when new contact is created
I'm creating a workflow, where every time a NEW contact is created it sends an INTERNAL email to one team member. I know this will probably send hundreds of emails per week, but we want to track these contacts and their information every time a new read more
Reply Discussion Professional
0 upvote
7 Replies
JeanLLM
Participant
May 03, 2024
That was quick! 😊 Thank very much @karstenkoehler for your help!
Solved
ABhatt3 on February 09, 2024
Creating workflow for when new contact is created
I'm creating a workflow, where every time a NEW contact is created it sends an INTERNAL email to one team member. I know this will probably send hundreds of emails per week, but we want to track these contacts and their information every time a new read more
Reply Discussion Professional
0 upvote
7 Replies
JeanLLM
Participant
May 03, 2024
That was quick! 😊 Thank very much @karstenkoehler for your help!
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