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DCrinnion1
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Member since ‎Oct 25, 2024
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Daniel Crinnion

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DCrinnion1
Contributor
December 10, 2024
Reply to Finished Sequence - No Response Workflow
So it says just the Lead source is right. Even though as you can see here Frederic was part of a Sequence he finished and there was no response. ...read more
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DCrinnion1 on December 10, 2024
Finished Sequence - No Response Workflow
Hey All! My boss has asked me to create a workflow for when a contact (and associated Lead) from an event finish a sequence and if they haven't responded, we set their lead stage to disqualified and disqualification reason to 'Unresponsive'. I read more
Reply Discussion Contacts Sequences Workflows
1 upvote
5 Replies
DCrinnion1
Contributor
December 05, 2024
Reply to Global View for Leads
Its hard to get buyin from Sales Reps to move to the prospecting workspace when everytime they go in they have to re-do all their filters. Would be s...read more
DCrinnion1
Contributor
December 04, 2024
Reply to Custom Object Association Workflows - without Ops Hub
This could be a game changer!! Thank you so much @karstenkoehler !!!!!
DCrinnion1
Contributor
December 04, 2024
Reply to Custom Object Association Workflows - without Ops Hub
Hey @karstenkoehler ! Hopefully we will alreday have all the Custom Object Records in a couple might be missing though. The logic that determines ...read more
Solved
DCrinnion1 on December 04, 2024
Custom Object Association Workflows - without Ops Hub
Hey All! Wondering if there is a way to associate the Contact records with a Custom Object record that I have created. I've heard it may be possible without custom coding and via workflows but not sure. May I ask is anyone aware of a way we can read more
Reply Discussion Contacts Custom Objects Sales
0 upvote
4 Replies
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