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Re: Vendor Contact Roles
Hi @Ted Stout, There is a workaround around this limitation by using the "Customers and Contacts Together": The high-level steps are: Create a Test/Temp Customer Import all Contacts with th…3 -
Re: Leads best practices
Hi @User_HWW8S, Typically, Trade Shows, Campaigns, and other lead-generating activities are tracked via Custom Field/List on your Lead/Prospect record. For example, you can create a field called &quo…1 -
Re: How to create Open Purchase Order Report with any associated Sales Orders?
We could have done this with a Saved Search if you had a direct link between Sales Orders and Purchase Orders. Because they aren't linked (which is a valid business use case), the only way I can…1 -
Re: How to bring transaction void date into a saved search?
Hi @Laura K, Please use this Saved Search as a reference and let me know if it doesn't work for you:1 -
Re: Is there an easy way to replace the sales rep on an opportunity with a new sales rep?
Hi @Mark Halsey, You can do that via Sales Force Automation Mass Update:1