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CFischer59
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Member since ‎Feb 13, 2025
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CFischer59
Member
August 27, 2025
Reply to Task Screen - Company Name, Revenue, Number of Employees
Thanks Ruben for that great explanation on the workflow and the tips. I followed those items you provided and created the workflow and it's working ...read more
CFischer59
Member
August 26, 2025
Reply to Task Screen - Company Name, Revenue, Number of Employees
Hi Karsten, Yes, this did answer my question about that first step. Thanks for your help with this! -Chris
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CFischer59 on August 25, 2025
Task Screen - Company Name, Revenue, Number of Employees
Within my Task screen the Company Name field is blank on most of my contacts. I understand this field is a free form field and is not the Company table - Company Name. This workaround is to populate the field using a workflow from the Company recor read more
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