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Emily_
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Member since ‎Dec 31, 2019
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  • Replies
    1
  • Upvotes Given
    4
  • Upvotes Received
    40
  • Ideas
    2

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Emily Zadeikyte

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Emily_ on October 28, 2021
A bit of a background: we're working with a different company who are sending their users to us. That company wants to have a weekly report to see which of their users onboarded with us and have provided a list so we know which come from them and wh read more
4 upvotes
4 Replies
Participant
October 28, 2021
Unfortunately that's not going to work as it needs to be emailed to them. Even if it was something that is automatically emailed to me and could be f...read more
Solved
Emily_ on October 28, 2021
A bit of a background: we're working with a different company who are sending their users to us. That company wants to have a weekly report to see which of their users onboarded with us and have provided a list so we know which come from them and wh read more
4 upvotes
4 Replies
Participant
October 28, 2021
Unfortunately that's not going to work as it needs to be emailed to them. Even if it was something that is automatically emailed to me and could be f...read more
Emily_ on December 18, 2020
Workflow actions can be set to only execute during specific times, however the delays execute even outside those times. There should be an option to set the delays to only happen during set days as well. I have automated task reminders that need read more
25 upvotes
8 Replies
Emily_ on December 31, 2019
We're having issues with giving permissions for team owned contacts. Our company is quickly expanding and we're increasing the number of teams we have. If the person set to own all the contacts changes team, all the contacts need to be reassigned to read more
11 upvotes
2 Replies
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