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KylieMar
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Membre depuis ‎nov. 17, 2019
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Kylie Mar

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Activité

PamelaSoh le Septembre 18, 2018
Allow reenrollment for activity type criteria
"Activity type" workflow condition is fairly new and it doesn't allow for re-enrollment trigger. There are many instances whereby users want to track sales emails being sent to contacts and to reenroll contacts into the workflow to create tasks Lire la suite
Répondre Idée Workflows
219 Mentions J'aime
48 Réponses
KylieMar
Participant
Juillet 13, 2020
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...Lire la suite
MickeyFineGrain le Novembre 12, 2019
Re: Hide deals that have been won/lost
Hi, thank you for the reply. Unfortunately this is not what I am trying to do, I am aware of the filters. Your answer essentially just empties out that stage. I just want to hide older ones and keep recent newer deals in the pipeline. I am lookin Lire la suite
Répondre Idée
8 Mentions J'aime
5 Réponses
KylieMar
Participant
Mars 15, 2020
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...Lire la suite
KylieMar le Février 12, 2020
Annual automated tasks or reminders
I need to be able to create an automated workflow or task. So that on the 1st of Jan every year. Every deal that is in a particular pipeline will have a financial statement printed. I know this can be dont for contacts but i need to be able to be Lire la suite
Répondre Idée Workflows
17 Mentions J'aime
3 Réponses
KylieMar
Participant
Mars 11, 2020
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. ...Lire la suite
KylieMar le Mars 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 Lire la suite
Répondre Idée Tasks
7 Mentions J'aime
2 Réponses
alice2 le Février 10, 2020
Date based deal workflow
It would be great if you could create a date based deal workflow.
Répondre Idée Deals Workflows
93 Mentions J'aime
23 Réponses
KylieMar
Participant
Mars 05, 2020
@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...Lire la suite
JCassedy le Août 02, 2019
Task Pop-Out Window to Contain Notes, Emails, Call Info for Context
I find that I get severely sidetracked when I use the tasks on the Tasks page . I click the task, then click usually into contact or the deal, then review my notes and previous communications, then make my call or fulfill my to do, but then I feel Lire la suite
Répondre Idée Tasks
10 Mentions J'aime
3 Réponses
KylieMar
Participant
Février 19, 2020
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 ...Lire la suite
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