Hey Karsten, Need a quick verification on this workflow. My trigger is actually "Opened the email but didn't reply". Could you please resend the ...続きを読む
Hi there, Trying to create a workflow to send a follow up email if first marketing email hasn't been opened in a certain time frame. I know that we can create a workflow using marketing activities but doesn't include a specific time frame. 続きを読む
Hi all, I'm trying to create an automated Slack notification for logged calls. I'd like to be able to use "Activity Assigned To" property in the notification but I can see only primary company proporties in the drop down menu when inserting a pe 続きを読む
Thanks Karsten, that's exactly what I thought and wanted to confirm with you. The previous account that I'm trying to get these read-only fields are ...続きを読む
Hey Karsten, Thanks for your swift response. "One way to solve this is by copying the read-only property's value into your custom property via wo...続きを読む
Hey everyone, Is there any specific plans on the rodmap to be able create custom deal properties based on specific pipelines? For example we have 2 different pipelines; 1) Onboarding pipeline, where you can onboard new clients (mostly paperwork 続きを読む
Hi all, I have a marketing email that's being sent when a lead comes in from Social media such as LinkedIn. I'd like to CC the team (a few members) on the email so they can keep track of the email loop. There is no way to add CC to the marke 続きを読む
Hi there, Trying to create a workflow to send a follow up email if first marketing email hasn't been opened in a certain time frame. I know that we can create a workflow using marketing activities but doesn't include a specific time frame. 続きを読む
Hi everyone, Trying to create time buckets for count of deals. Specifically I'm interested in creating a report to see how many deals created in the last 30 days, 60 days, 90 days, etc. But here is the problem that I'm having: I'd like to crea 続きを読む
Hi there, I've create a custom funnel report that shows Deals in the Transactions pipeline that have progressed through ALL of the selected stages. However when I look at the close won deals I have more than 500 but in the custom funnel repo 続きを読む
Hi all, I'm trying to create an automated Slack notification for logged calls. I'd like to be able to use "Activity Assigned To" property in the notification but I can see only primary company proporties in the drop down menu when inserting a pe 続きを読む