CRMSarah
Frequent Contributor
since ‎02-28-2023
a week ago

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  • 40 Posts
  • 9 Solutions
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User Activity

Handle DupeBlocker Warnings in DemandTools for Lead to Contact scenario

3 weeks ago
Two questions in one week! Look at me go! Is there a way to handle DupeBlocker Warnings in DemandTools (in bulk) for the Lead to Contact scenario? Thanks! 

DupeBlocker Question - How to mark two accounts as NOT duplicates of one another

4 weeks ago
Hi Validity friends! Question for you. I have two accounts which appear to be duplicates but because they both have a Client Number, they should never be merged together. Can I mark these two accounts as NOT duplicates of one another so they do not c...

DemandTools Fundamentals Certification

10-10-2023
Who has finished the DemandTools Fundamentals Certifications?? I just finished it! Hooray!  https://certification.validity.com/certifications/

Shorten State on Leads

10-04-2023
Attempting to shorten our States on Leads from the long form to the 2 digit using the Modify Module. I have this formula but it's returning the error "There seems to be a problem with the formula syntax, please check it over and try again."StateMatch...

Stuck in a Log In Loop

08-11-2023
I'm attempting to log into Demand Tools V and when I get logged in, it doesn't show any of my CRM Environments. There's an option in the middle of the screen to log in, and I go through that and it just takes me back to the same window.  It's worth n...
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