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Difficulty Level: Crawl Time Investment: 5 minutes Your CS team is creating raving fans of your product every day, but that doesn't help you or your marketing and sales teams if you don't have a way to identify them. The instructions below will: Show you how to import this field from Salesforce Create this field locally in…
Difficulty Level: Crawl Time Investment: 10 minutes The following fields are needed to build out the Catalyst for Catalyst recurring sync note template. 🛑 If you've never created a non-synced field in Catalyst, check out this Help Center article before preceding! Meeting Recap (Account object) Mtg Recap Launch Date…
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Renewal Workflow Related support articles: Creating New Fields Approximate build time: 5…
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Success Plan & EBR Workflow Related support articles: Creating New Fields Approximate build…
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Contact Management Workflow Related support articles: Creating New Fields Approximate build…
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Customer Escalation Workflow Related support articles: Creating New Fields Approximate build…
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