Larry Gatz asked us, “I have a pipeline setup that adds a contact every time they schedule an appointment, but for some reason the “company name” is showing up in the opportunity card, and not the client name. Is there a way to change this?”…
opportunities
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Kyle Buxton asked us, “Hey guys, I’m new and setting up my opportunities and triggers, I got a trigger to work for when pipeline stages change, but I’m trying to set up a trigger to modify the current pipeline stage based off a contact scheduling…