CodyWans
New Contributor II
since ‎09-12-2022
‎07-08-2023

User Statistics

  • 5 Posts
  • 0 Solutions
  • 2 Kudos given
  • 6 Kudos received

User Activity

Hello, We have an issue with tracking our recurring service appointments opportunity conversion rates. We are hoping to be able to conditionally have the non-opportunity box checked when necessary, here's the scenario;Customer has 5 recurring service...
Due to our workflow we end up adding the technicians phone number to the customers profile on every job. Is there a way to provide a list of our technicians phone numbers and have them removed from those profiles at the end of the day or on our reque...