Wins: Created a workflow in our sandbox to create a new field for our sales team to work with. Need to clean up data and then implement it Hid...read more
Wins – Our ongoing issue of giving our sales team more autonomy as it pertains to reaching out directly to their clients within the restrictions of...read more
Wins – Getting a better understanding of workflows and working with my team as to how best to utilise them Hidden Gems – Workflows! A lot of aut...read more
Wins – Knowing how views work! Our sales team don’t have access to segments, but they need to be able to view their contacts for emails. I can now ...read more
Wins – Found the rules for classifying unengaged contacts for marketing emails. Followed by an internal conversation about whether we need to adjus...read more