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NJaramillo5
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Member since ‎Nov 6, 2024
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Nicolas Jaramillo

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NJaramillo5 on February 18, 2025
Outlook extension not offering option to log most emails on Deals
I've seen several threads about this and still cannot find a solution. The extension consistently allows my team to log emails on the relevant Contact and associated Company, however, in most cases, there is no checkbox option to log the email on read more
Reply Discussion Connected Email Deals Settings
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NJaramillo5
Participant
January 07, 2025
Reply to Company Properties not showing on Record View
There was in fact a conditional logic. Removing it fixed the issue. Thanks for your help!
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NJaramillo5 on January 06, 2025
Company Properties not showing on Record View
For several of our companies, no information is displayed on the left side of the record view, where it should show "About this company". What these companies have in common, is that on the "Account Overview", they are are marked as "Not a target ac read more
Reply Discussion Companies
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NJaramillo5 on December 09, 2024
Share via Slack - Recurring report shares outdated data
I've set up the "share via slack" automation to share a dashboard report weekly on Mondays. AEs receive a reminder a few hours before to update the report. We've made sure to refresh the report several times after being updated, before the automatio read more
Reply Discussion Dashboards
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NJaramillo5
Participant
November 25, 2024
Reply to Deal Funnel Report missing configuration options
One more question. I see you've suggested in other threads to change the report setting from "all" to "any", so that deals that have skipped changes...read more
NJaramillo5
Participant
November 25, 2024
Reply to Deal Funnel Report missing configuration options
Thank you for the explanation Karsten. It makes sense now. What if the first stage is "Deal record created", does this mean the stage is unskippable?...read more
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