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StefaniUAT
Key Advisor
Member since ‎Jan 18, 2019
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  • Upvotes Given
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Stefani Johnson

Hi all, I work for the University of Advancing Technology (uat.edu), where I'm focused on CRM admin, data quality, and process analysis and improvement. I am a full-time student as well, earning dual Masters in Cybersecurity and Technology Leadership.

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StefaniUAT
Key Advisor
April 14, 2022
Reply to Adding tags to companies / contacts
Hi @GFowler , it has been a whileeee since I created this reply. However, I think there are many issues to solve this issue, depending on use case. ...read more
StefaniUAT
Key Advisor
April 14, 2022
Reply to How to show revenue in whole dollars?
Hi @jkennedy93 , The simplest solution would be to expand your report so that nothing was overlapping. However, this does not solve the issue ...read more
StefaniUAT
Key Advisor
April 14, 2022
Reply to Chat Queues
Hi @KaOConnor , can you provide more detail? I am not sure if I am understanding correctly. I know Chat Queues as in the Inbox (Sales not Service fe...read more
StefaniUAT
Key Advisor
December 07, 2021
Reply to Using workflows to autocreate quotes
@ethankopit Hey Ethan! Any updates on this feature?
StefaniUAT
Key Advisor
October 28, 2021
Reply to Workflow based off Deal Date Property
@vmora , you could choose which deal property you would like to copy over when using the deal workflows. You could also have multiple contact prope...read more
StefaniUAT
Key Advisor
October 27, 2021
Reply to List Exclusion to Salesforce Sync
Hi @DaleThomas I think your best option is instead of having your SalesForce Sync list include lists and exclude others (which includes people t...read more
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