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Duco
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Member since ‎Mar 29, 2020
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Dan Balter

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Duco on January 26, 2021
Dashboards (reports)
Hi, Today there are 2 options for reports view: 1) Everyone 2) Only me I think it would be very beneficial to share a dashboard with specific people or teams. Thanks, Dan
Reply Idea Analytics Tools
2 upvotes
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Duco
Member
April 01, 2020
Reply to Workflow open deals
Thank you very much for your help! it works!! 🙂 Dan
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Duco on March 29, 2020
Workflow open deals
We enroll potential clients in sequences and offer them our services and we want the workflow to open an automatic deal when these contacts answer the sequence massage. How could we do it?
Reply Discussion CRM Email
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Duco on March 29, 2020
Workflow following a sequence
We conduct research on relevant contacts for our sales. Further to these researches we add them to the contacts list and enroll them in a sequence, We want that in case of the email returns as an error or bounced the workflow will be able to clear read more
Reply Discussion CRM Email
0 upvote
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