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Forum Posts

Resolved! In Assess - Exclude "Out of Business" Accounts

Hi everyone, in an attempt to improve our Assess score (it's really a personal challenge (read: obsession)), I am trying to see if there's a way to exclude Accounts which we have marked as Out of Business. Is there a way to do this?Thanks! 

CRMSarah by Frequent Contributor
  • 227 Views
  • 4 replies
  • 1 likes

Member Spotlight - Seth Puglio

This time, we want to feature Seth, one of Validity's Customer Success Managers for DemandTools, who has been proactively working to find solutions to our customers' questions and issues, and helping by replying to comments whenever necessary. As he...

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Longtime Demand Tools user

Hi all - as I mentioned in the subject - have used Demand Tools a number of times over a number of different jobs over the years. I love Demand Tools because of it is power. At one career stop I was able to take all of the states in Salesforce and tu...

bhare1357 by Frequent Contributor
  • 3733 Views
  • 6 replies
  • 17 likes

Resolved! Certification question

Hi - I'm (slowly) working on getting the DT certification. I have not passed a few of the modules a few times. I don't think I have hit the limit of 5. I'm curious what happens if I do? Anyone know? Any help would be much appreciated.Thanks!

bhare1357 by Frequent Contributor
  • 87 Views
  • 1 replies
  • 0 likes

Recent training video recordings

Where can I find a recording of the recent training zooms I have attended?  If if was in the followup email that included the survey, I didn't see it.  Thanks!

knelson by Observer
  • 132 Views
  • 1 replies
  • 0 likes

Character to board 'contains"

Hi i would like to select all the leads and contacts with "AI" in their job title, of course, i obtain unconsistent results, like '"emAIl" or MAINtain". i remember using in the past a special charactere to be able to have relevant results. Don't reme...

Letty by Enthusiast
  • 271 Views
  • 3 replies
  • 0 likes

Resolved! Share Field Rules to Organisation

Hi is there a way to share field rules between organisations? I noticed when sharing a scenario the field rules associated with the object and used by the scenrio aren't copied over. Thanks!

Jonathan by Enthusiast
  • 524 Views
  • 4 replies
  • 1 likes