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Caseyhg
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Casey Goodrich

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Caseyhg on December 06, 2024
Company names showing up as "--"
Hi all, I have been running into an issue recently with multiple portals using the "Create and associate companies with contacts". Whether the contact is created manually or imported via .csv, I have had all of the companies show as "--" (scree read more
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Caseyhg on October 31, 2024
Creating running record of Deal Amount values
Hi All, I have a client that is interested in tracking the changes in deal amount for deals in their pipeline. They want to track their initial deal value that is proposed, then adjust with the actual contract value. They also want to be able t read more
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Caseyhg
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October 31, 2024
Thank you Karsten, I will try to set this up shortly! I appreciate the help, Happy Halloween!
Solved
Caseyhg on October 31, 2024
Creating running record of Deal Amount values
Hi All, I have a client that is interested in tracking the changes in deal amount for deals in their pipeline. They want to track their initial deal value that is proposed, then adjust with the actual contract value. They also want to be able t read more
Reply Discussion Professional
0 upvote
2 Replies
Caseyhg
Participant
October 31, 2024
Thank you Karsten, I will try to set this up shortly! I appreciate the help, Happy Halloween!
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