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KylieMar
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Member since ‎Nov 17, 2019
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  • Replies
    4
  • Upvotes Given
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  • Upvotes Received
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Kylie Mar

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Activity

KylieMar
Participant
July 13, 2020
Reply to Allow reenrollment for activity type criteria
We would li ke to be able to automatically set up a task to call client w hen someone books a meeting. Not sure why the meeting booking feature doe...read more
KylieMar
Participant
March 15, 2020
Reply to Re: Hide deals that have been won/lost
I also need this featue. I don't want to delete the deal or change the deal to archived. I need it to remain eitherlost or won. I don't want all w...read more
KylieMar
Participant
March 11, 2020
Reply to Annual automated tasks or reminders
Hey @Kierlyn Can you give me an example of what you want to do? You can create time stamps on your contact and deals and trigger off those dates. ...read more
KylieMar on March 05, 2020
Sort task by not completed in deal or contact area.
When Im inside a deal. and click on the tasks tab. The tasks come up in order that they were created. Rather than what is still outstanding. which means when working on a particular deal you may miss and old task that you need to complete but is l read more
Reply Idea Tasks
7 upvotes
2 Replies
KylieMar
Participant
March 05, 2020
Reply to Date based deal workflow
@ChristianE If you read my question and @alice2 answer you will see she needs it to be based on Deal not contact. So the link you provided is us...read more
KylieMar
Participant
February 19, 2020
Reply to Task Pop-Out Window to Contain Notes, Emails, Call Info for Context
When logging a note you can check a box to create a task, the name and description of tasks created this way are titled non-descriptively "follow up ...read more
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