Year: 2025

Community

Using the filter ‘[X date] is before/after another property’ – but what if the two dates are equal?

Hi! I am trying to filter for a group of contacts whose MQL first date is equal to or after the date that they submitted a form. I am able to filter for: ‘MQL first date is after another property’ (and…

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Community

How to handle blank fields for personalizion tokens in sequence templates?

I have created a sequence for customers to verify their contact information.  Some of the information is optional, for example, an alternative phone number.When I want to enroll a contact in the sequence, I get an error message stating that…

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Community

How to handle blank fields for personalizion tokens in sequence templates?

I have created a sequence for customers to verify their contact information.  Some of the information is optional, for example, an alternative phone number.When I want to enroll a contact in the sequence, I get an error message stating that…

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Business Ideas

Understanding the Difference Between B2B and B2C Marketing Strategies

Key Takeaways Target Audience Differentiation: B2B focuses on business clients and long-term relationships, while B2C targets individual consumers, emphasizing quick purchasing and emotional connections. Sales Cycle Characteristics: B2B transactions involve longer sales cycles with multiple stakeholders, whereas B2C transactions are…

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Business Ideas

Understanding the Difference Between B2B and B2C Marketing Strategies

Key Takeaways Target Audience Differentiation: B2B focuses on business clients and long-term relationships, while B2C targets individual consumers, emphasizing quick purchasing and emotional connections. Sales Cycle Characteristics: B2B transactions involve longer sales cycles with multiple stakeholders, whereas B2C transactions are…

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Business Ideas

7 Key Factors to Consider When Deciding How to Incorporate My Business

When you’re considering how to incorporate your business, there are several key factors to keep in mind. First, think about the nature and growth potential of your business, as this will influence your choice. Next, assess your need for personal…

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Business Ideas

7 Key Factors to Consider When Deciding How to Incorporate My Business

When you’re considering how to incorporate your business, there are several key factors to keep in mind. First, think about the nature and growth potential of your business, as this will influence your choice. Next, assess your need for personal…

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Community

New on here

Hi there? This is Emma,a newbie: feels good to be here

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Community

New on here

Hi there? This is Emma,a newbie: feels good to be here

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Missing roll-up condition on Line items fields to deal

Hi,I’m trying to document on the deal record (and from there also to the company) quantities of listed products. For example:Line item A : quantity = 10Line item B : quantity = 20 I need to have fields on the deal for…

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