Lisa_Tait
Explorer
Member since ‎2019 Jul 09

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  • 17 Posts
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  • 1 Kudos given
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Hello Is there a way of sending a notification when an attachment (under the attachement tab) is added to an Opportunity? We have Opportunities where the sales team upload attachments that go to the customer - these attachments are created outsid...
Hello What I am trying to do is calculate the number of days from when a lead was created to when it changes status (e.g, change to contacted or declined etc...). I thought I might be able to do using Key Figure functionality but cannot seem get ...
Hello I have a large number of accounts were I would like to remove the owner and leave with no owner. It appears I can do this manually for each record but the mass change is looking to replace the owner rather than leaving unassigned. Is it pos...
Hi We have our system set up so managers, super users and administrators can create and modify reports and I am wanting to know whether there is a way of knowing who has made a change in a report. I have a superuser who has created reports that she...
Hello We have set up a new organization and I need to transfer a number of existing customers (approximately 1000) to the new sales organization. How do I do this? I have tried doing this through the data workbench and I end up with both sales or...
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