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msteele
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Matt Steele

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msteele on July 30, 2020
Copy a Company Territory ID (custom field) to a Deal Territory ID (custom field) at all times
I am trying to make a workflow that will assign the same territory ID to a deal (custom field) as the territory ID for the company (also a custom field) it is associated to. I am still linking deals to companies in our CRM because they were importe read more
Reply Discussion Companies Deals
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msteele
Member
July 31, 2020
That is the feature I am using but getting the companies to enroll so that deals will change has been the problem.
msteele on July 30, 2020
Copy a Company Territory ID (custom field) to a Deal Territory ID (custom field) at all times
I am trying to make a workflow that will assign the same territory ID to a deal (custom field) as the territory ID for the company (also a custom field) it is associated to. I am still linking deals to companies in our CRM because they were importe read more
Reply Discussion Companies Deals
0 upvote
2 Replies
msteele
Member
July 31, 2020
That is the feature I am using but getting the companies to enroll so that deals will change has been the problem.
msteele on June 10, 2020
# of individual contacts w/ activity against them
Looking for the ability to report on the # of individual UNIQUE contacts a rep has executed an activity against. Do not want to see the # of activities a rep has because they may have executed several activities with one contact which would inflate read more
Reply Discussion Sales Dashboard
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