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AMaier44
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Member since ‎Apr 25, 2024
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Ashley Maier

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AMaier44
Member
September 23, 2024
Reply to Assigning Templates to non Paid seat Users
Any update on this? I considered restricting access from the non-paid users on all our other templates and granting them access to theirs throug...read more
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AMaier44 on May 10, 2024
Permissions with Nested Teams on Forecast Submissions
I have a user that would l like permission to "view" the notes on another user's Forecast Submission. Is this the correct place to edit this? Also, if I change to forecasts their teams own, how does that work with nested teams? I have a ma read more
Reply Discussion Enterprise
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2 Replies
AMaier44
Member
May 06, 2024
Reply to Removing old contacts removes the historical deal information
That's what I have done but would you suggest doing more than marking their Status = Inactive. Maybe opting them out of communication or adding to a ...read more
AMaier44
Member
May 06, 2024
Reply to Removing old contacts removes the historical deal information
The contact that we worked with on the deal.
Solved
AMaier44 on May 06, 2024
Removing old contacts removes the historical deal information
I would like to clean up our data, specifically with contacts that are no longer with the company that we have in HS, by removing them from the system. However, if the contact was ever associated with a deal, I don't want to remove that historical i read more
Reply Discussion Enterprise
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