Micah Feldkamp - CRM Consultant at www.cloudreferrals.com
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, -
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Dylan, Can you supply screenshots specifically showing a record that is supposed to show linked but is not? Screenshot requests for that record: Organization Linked Items Report Contact's & Org...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Saint, Yes, links can be automatically added to the organization record based on criteria from another record like you are describing. This needs to be accomplished via a custom API integration...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hello Riley, It's not possible using the organization reports to find organizations without linked 'activities'. Although, there is an alternative using linked tasks. The organization's last/next a...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Jan, The opportunity report has a column called expected revenue which automatically multiplies the opportunity value by the probability percentage. The sum function will give you the total. As ...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Katherine, Yes, the lead's linked task due date is what triggers the last/next activity dates, which is unrelated to the lead status field. It's best you use the lead record's lead status field...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Andy, I could not find a way to sort opportunities by date created in the kanban view. I recommend creating separate custom list views using date range filters on each kanban list view: Opportu...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Sunny, You can also put a text field in the project record and use that field to write your personalized message. Then just add a checkbox field to use as a trigger button to send the email from th...
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Micah Feldkamp - CRM Consultant at www.cloudreferrals.com commented, Hi Sunny, If you add a custom contact relationship lookup field to the project object, then you can setup workflow automation to send that contact an email with data from the project automatically...
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