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tmonetcollins
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Member since ‎Jun 8, 2017
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tmonetcollins on March 19, 2018
UTM Parameters for Emails
So currently, these source and medium utm parameters in email tracking are non-editable as they're defined by the system. It would be nice to be able to change them to match my company's internal analytics team's system.
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sskurdah on August 19, 2017
Win/Loss Workflow
Hi there - I am trying to build a workflow where, when a deal is moved into the 'Closed Lost' stage, an email is automatically sent out to the contact on the lost deal with a survey. A few questions: 1. When building the workflow, wou read more
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tmonetcollins
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September 13, 2017
I 100% agree with Phil, and to add on, be sure to add a time delay to the beginning of the workflow if your sales team changes the status of a lead f...read more
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