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Geoffww
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Member since ‎Jan 17, 2020
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Geoff Willits

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Activity

CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
Geoffww
Participant
January 31, 2020
Templates are only available in the email composing window. You could break up your 9500 text body in 4 snippets. Terms and Conditions part 1, part...read more
CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
Geoffww
Participant
January 31, 2020
Templates are only available in the email composing window. You could break up your 9500 text body in 4 snippets. Terms and Conditions part 1, part...read more
CristianP on October 27, 2017
Snippet Tool - Text Limitation Removal
The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For exampl read more
Reply Idea Snippets & Templates
140 upvotes
96 Replies
Geoffww
Participant
January 31, 2020
Templates are only available in the email composing window. You could break up your 9500 text body in 4 snippets. Terms and Conditions part 1, part...read more
Solved
Geoffww on January 17, 2020
Ticket Types?
How can I create custom ticket types? I found how to create ticket statuses. Is pipeline the same as a ticket type? Cheers
Reply Discussion Tickets
0 upvote
4 Replies
Geoffww
Participant
January 23, 2020
Hi Nynke, Thanks for the suggestion. Actually Category would be used differently in our case, and unfortunatley not as functional as our current...read more
everest8878 on May 16, 2017
Workflow Performance Reporting
My team would like to see the ongoing results of their assigned workflows. Without allowing the Sales Rep access to the Marketing functions, there is currently no way to report. The workflow performance reports cannot be exported or printed, an read more
Reply Idea Sales Reporting Workflows
147 upvotes
32 Replies
Geoffww
Participant
January 21, 2020
One thing we would use Workflows for is Service Level Agreement alerts. If a customer is under a 2 hour SLA and the ticket hits 2 hours without a re...read more
Solved
Geoffww on January 17, 2020
Ticket Types?
How can I create custom ticket types? I found how to create ticket statuses. Is pipeline the same as a ticket type? Cheers
Reply Discussion Tickets
0 upvote
4 Replies
Geoffww
Participant
January 23, 2020
Hi Nynke, Thanks for the suggestion. Actually Category would be used differently in our case, and unfortunatley not as functional as our current...read more
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