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Stacks42
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Member since ‎Sep 9, 2024
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Stacks42
Participant
February 17, 2026
Reply to Looking for Feedback on DQ Lead Management
Woohoo!
Solved
Stacks42 on January 30, 2026
Notification of Blank Properties
Our ops team is responsible for gathering client information when they become a customer. I want to notify certain people with an internal email a few days after they are Onboarded to alert them if any of a list of contact properties are blank. Wond read more
Reply Discussion CRM Workflows
0 upvote
1 Reply
Solved
Stacks42 on January 20, 2026
Post-Flight Survey
Our team is in Aviation and we are looking to do post-flight surveys to ID if there were any issues with each trip. The survey would ask about different elements of the flight and customer experience, such as if the WiFI was working, if there was a read more
Reply Discussion Feedback Surveys
0 upvote
1 Reply
Solved
Stacks42 on January 16, 2026
Duplicate Lead Management
I have been merging contact records via the Data Quality tool, and now I have boatloads of contacts with multiple open lead records! What do I do?? Is there an easy way to clean up and manage these duplicate leads? Thanks.
Reply Discussion Best Practices CRM
0 upvote
2 Replies
Stacks42
Participant
December 09, 2025
Reply to Old Leads
No the old Lead Owner left the company and then we moved to a territory model so the contacts got reassigned based on the Territory and new Sales Rep...read more
Solved
Stacks42 on December 09, 2025
Old Leads
My manager is concerned that I am leaving old lead records assigned to a User that has left the company and has since been deactivated. But the leads are already Qualified or Disqualified (Closed). My hesitation is to move them to the existing conta read more
Reply Discussion CRM
0 upvote
3 Replies
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