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AshleiValles
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Member since ‎Jul 12, 2018
  • solutions
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  • Replies
    3
  • Upvotes Given
    5
  • Upvotes Received
    6
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Ashlei Valles

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AshleiValles on June 16, 2020
I am getting sync errors saying that the user in SalesForce is inactive. This is the case as several sales reps have left. I can change the owner/user to myself but don't want to do so for opportunities so others can see the history. Any suggestions read more
1 upvote
4 Replies
Participant
June 17, 2020
Thank you! That was helpful. 🙂
Solved
AshleiValles on June 16, 2020
I am getting sync errors saying that the user in SalesForce is inactive. This is the case as several sales reps have left. I can change the owner/user to myself but don't want to do so for opportunities so others can see the history. Any suggestions read more
1 upvote
4 Replies
Participant
June 17, 2020
Thank you! That was helpful. 🙂
michaelk on January 19, 2018
Need a report that captures which forms have been filled out the most so I can see the running total on my dashboard. This would give a quick view of the amount of contacts captured and which channels captured the most. Currently, you have to go to read more
136 upvotes
27 Replies
Participant
January 20, 2020
This is definitely a feature that is needed. Upvote!
khughes on April 03, 2017
I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually. The example that I have is when I sent a request for newsletter inf read more
261 upvotes
89 Replies
Participant
September 12, 2018
Would like to see this feature as well. I would use on a weekly occurrence.
eberkes on June 21, 2017
I would love the option to archive contact lists . Currently, we can only "clean up" by moving things into folders (we have about 20, and I don't use them because searching is faster). If it were up to me, I would delete lists we are not usin read more
51 upvotes
23 Replies
Participant
July 12, 2018
This is a major issue for us as well and would love to see this feature implemented. I previously used Pardot at another at another company and where...read more
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