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CAdams21
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Member since ‎Jun 4, 2024
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Clare Adams

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CAdams21
Participant
March 25, 2025
Reply to Have three accounts in one account
Hi Sarah I have a similar issue as described in this question. Please can you elabortate on how to do this: " If there's already an existing Hub...read more
CAdams21
Participant
December 03, 2024
Reply to Reporting feature should offer percentages
We really need this on gauge charts to show % performance against target. I can't understand why you'd not include it in this type of chart.
CAdams21
Participant
November 27, 2024
Reply to Workflow to populate Contact dat property with Meeting date
Just a quick update to say I now have this working as required 😊 Thank you!
CAdams21
Participant
November 27, 2024
Reply to Workflow to populate Contact dat property with Meeting date
Thank you Karsten. This is certainly a useful feature that I was not aware of and we could use it to identify the first meeting that was held wi...read more
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CAdams21 on November 26, 2024
Workflow to populate Contact dat property with Meeting date
We would like to add a date property to Contacts and populate it with the date of the initial meeting with Sales (Call & Meeting Type = Initial Sales Meeting). We've tried creating a workflow triggered by a meeting being booked but got an error read more
Reply Discussion Contacts Meetings
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CAdams21
Participant
October 17, 2024
Reply to Deal Line Item report duplicates line item records
Works like a dream! Thank you so much 😀
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