I add to this also: I'd like drafts to be accessible by the whole team. E.g I have to train a new employee, he/she prepare draft emails, then a se...Leer más
For every deal we have a number of customer and 1 associated company We need to create a workflow centered on deal stage and date properties that send email to customer with info on associated company e.g story case We area a travel agnecy Leer más
It happens that we create a very similar quote for a different client. That means taht we may have same quote for a different deal. But if I clone a...Leer más
I'm reading: " Creating and updating quotes through the CRM API is coming soon. Please subscribe to our changelog to make sure you receive any further updates about this issue." That would be a very usefull update for us. Please implement tha Leer más
I'm reading: " Creating and updating quotes through the CRM API is coming soon. Please subscribe to our changelog to make sure you receive any further updates about this issue." That would be a very usefull update for us. Please implement tha Leer más
For every deal we have a number of customer and 1 associated company We need to create a workflow centered on deal stage and date properties that send email to customer with info on associated company e.g story case We area a travel agnecy Leer más