Hi! Great video, thanks for sharing. I have a question though. How do you handle Contacts and Leads? Which one is created first and then promoted to the other category?
Great question! The contact would be created first and then the Lead. Typically a lead creation trigger will be based on the contacts lifecycle stage or some triggered activity.
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Amazing new tool - looking forward to seeing more use cases.
Definitely. Still lots of improvements coming but showing signs of being a game changer.
Quick question - at 1:42, your About view shows a lot more rows than mine. How do you customize this section to show more?
Hi! Great video, thanks for sharing. I have a question though. How do you handle Contacts and Leads? Which one is created first and then promoted to the other category?
Good question, following! I'm also looking to set the standard for this with our sales team (I'm the IT Systems Engineer)
Great question! The contact would be created first and then the Lead. Typically a lead creation trigger will be based on the contacts lifecycle stage or some triggered activity.