I wanted to create a property that is based on a specific date. The idea is that every year, the calculation adds a year to the input. I want there to be two properties. Property A (Initial Input Date) Property B (Rolling Input Date) Where 続きを読む

It's possible to see when a contact became an SQL; however, there isn't a timestamp for when a company becomes an SQL natively. Any tips or tricks, workflows and properties, that can provide the date when a company becomes an SQL? How would it g 続きを読む

I am currently creating a report that requires me to tag companies based on the date they first entered a specific sequence. I currently have a pivot table that measures the number of companies per lifecycle stage (rows). I have filters based o 続きを読む