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Monica_LL
Participant | Diamond Partner
Member since ‎Oct 16, 2018
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Monica Lozano

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Monica_LL on November 13, 2024
Here is the case - Mkt Pro, Sales Enterprise Operations Pro: There are more than 30 locations in the organization and I created Teams for every location, and each Team has inside teams as job positions (Director, Sales coordinator, BDR). I c read more
Participant | Diamond Partner
November 13, 2024
Has anyone have the case of needing instead of users to have multiple teams as owners of a record? I know that adding one user as the owner can open...read more
Participant | Diamond Partner
November 13, 2024
Has anyone have the case of needing instead of users to have multiple teams as owners of a record? I know that adding one user as the owner can open ...read more
Monica_LL on May 26, 2024
It would be great if I could automate a workflow that use a property to populate the options or values of another. My use case is after a lead become a client we send the client a code for referrals with X_name last name, and there is another read more
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Monica_LL on May 14, 2024
Hello, First there is a thread from 2018!!! Asking for a native Birthday - Age calculator, this defenitely needed. But my post is to feature in the forms or in a date picker property rules an age restriction, so people under 18 or 21, depen read more
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Monica_LL on May 09, 2024
Hello, We have a workflow that everytime a new deal is created sends via slack to a sales channel the information of the contact associated to the deal. But when deals have multiple contacts associated then it sends all the contacts. Is the read more
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