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sweas
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Member since ‎Oct 29, 2018
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Sean Weas

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matteomont on June 02, 2021
token to display meeting scheduled (day + time)
Hi there, I'd like to add a token to the email template to display date and time of meeting scheduled by sales agent. I only found the token "Contact: Date of last meeting booked in meetings tool" , but it works only for the meeting sched read more
Reply Discussion Enterprise
4 upvotes
8 Replies
sweas
Participant
July 23, 2021
This is amazing @ndwilliams3 ! I was thinking about how one might convert the meeting time to the contact's local time using the 'IP timezone' ...read more
sweas on October 29, 2018
Deal Automation - Automate adding All Contacts at a Company to a Newly Created Deal, plus more
I need the option to create two related automations. 1. When a deal is created for a Company, I would like to automatically associate the Deal with ALL of the contacts at that Company. 2. Similarly, if a Contact is created at a Compan read more
Reply Idea Account Settings
30 upvotes
3 Replies
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