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ColinC
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Mitglied seit ‎Jun 7, 2019
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Colin Caveney

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mikeyang10 on Februar 25, 2019
Set Default Timezones in Meeting Scheduler App
My team has come across an issue when using the meeting scheduling app for tradeshows. We want to create a calendar where users can book a meeting with us at a tradeshow. The problem that we've come across is that when the user opens up the meeting Beitrag ansehen
Antworten Idee Meetings
86 Likes
31 Antworten
ColinC
Teilnehmer/-in
September 22, 2023
It looks like Calendly provides a service to do this, I've not tried it just yet but will report back when I do. https://help.calendly.com/hc/en...Beitrag ansehen
mikeyang10 on Februar 25, 2019
Set Default Timezones in Meeting Scheduler App
My team has come across an issue when using the meeting scheduling app for tradeshows. We want to create a calendar where users can book a meeting with us at a tradeshow. The problem that we've come across is that when the user opens up the meeting Beitrag ansehen
Antworten Idee Meetings
86 Likes
31 Antworten
ColinC
Teilnehmer/-in
September 22, 2023
It looks like Calendly provides a service to do this, I've not tried it just yet but will report back when I do. https://help.calendly.com/hc/en...Beitrag ansehen
mariejansen on September 21, 2020
Bulk Enroll More Than 50 Contacts in Sequences
I would like to ability to bulk enroll all 1,000 contacts in a sequence at once (or at least more than 50).
Antworten Idee Sequences
132 Likes
38 Antworten
ColinC
Teilnehmer/-in
April 06, 2023
I'd like to add my support to this request too. We often will want to communicate with a large number of users with the follow up capabilities of...Beitrag ansehen
ColinC on März 23, 2023
Bug? Deal totals updated from a Quote do not respect discounts
Hi all, Not sure if this is a bug, or I'm missing a configuration somewhere, but I've noticed that when creating a quote that includes a discount the Deal value is updated to reflect the quote total excluding any discounts; which naturally i Beitrag ansehen
Antworten Diskussion Deals
0 Likes
1 Antwort
romi on April 23, 2019
Auto email Countersigners for Quotes
When an internal countersigner is added to a quote, send them an automated email notifying them that there is a quote that needs to be signed with a link to the quote. Currently, the person creating the quote has to remember to also email any in Beitrag ansehen
Antworten Idee Products & Quotes
38 Likes
14 Antworten
ColinC
Teilnehmer/-in
Januar 22, 2021
We're just starting to use more quotes and I was searching my spam email etc to see why people were having to message me to remind about requiring a ...Beitrag ansehen
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Antworten Idee Products & Quotes
382 Likes
127 Antworten
ColinC
Teilnehmer/-in
November 26, 2020
This is something we were also hoping was available. Here was our proposed use case: 1. Prospect enters their details on a HS landing page 2. W...Beitrag ansehen
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