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rickgoz
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Member since ‎Apr 29, 2024
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Richard Gozlan

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Activity

rickgoz on September 19, 2024
Hi, I’m reaching out to inquire about changing the Lead Pipeline Stage of a Lead based on the Last Contacted Date. Unfortunately, I’ve noticed that the Last Contacted Date is not available on the Lead object. Utilizing the Last Contacted Da read more
0 upvote
3 Replies
Member
September 24, 2024
Hi Kennedy, Thank you for your help. I tried using the “Last Activity Date,” but unfortunately, the workflow still detects a date when it shouldn’t...read more
rickgoz on September 19, 2024
Hi, I’m reaching out to inquire about changing the Lead Pipeline Stage of a Lead based on the Last Contacted Date. Unfortunately, I’ve noticed that the Last Contacted Date is not available on the Lead object. Utilizing the Last Contacted Da read more
0 upvote
3 Replies
Member
September 24, 2024
Hi Kennedy, Thank you for your help. I tried using the “Last Activity Date,” but unfortunately, the workflow still detects a date when it shouldn’t...read more
Solved
rickgoz on May 27, 2024
Hi, I hope this message finds you well. I would like to create a custom property on the company page that displays a URL linking to our company admin. The goal is to have a non-editable link positioned on either the left or right side of the page. read more
1 upvote
2 Replies
Solved
rickgoz on May 23, 2024
Hi, The new prospecting workspace is great and I completly stoped using Lead Status now - however, it seems that we don't have the same level of analytics off the shelf than we use to have with Deal Analysis of Lifecycle Stage Analysis. Is t read more
0 upvote
2 Replies
rickgoz on May 21, 2024
Hi, I have two types of meetings—exploratory meetings and demo meetings—both linked to a Company Lead Status. I am trying to determine: The conversion rate from exploratory meetings to demo meetings. The lead time between these two types read more
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Solved
rickgoz on May 21, 2024
Hi, do you have any idea why my Sales Content Analytics does not update even if I am using Templates ? Is there anything to do to make sure a template is logged in when sending 1-1 emails ? Thank you
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