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Member since ‎Apr 11, 2020
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Jay Hobdy

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Gotcha on February 24, 2026
Emails to multiple contacts with personalized details
We have roughy 75 contacts we would like to send an email to stating something like the camera server at Property XX is on windows 10 and is EOL. We'll clean this copy up later, this is an example. Property XX being the variable As the contacts fo read more
Reply Discussion Contacts Marketing Email
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Contributor
December 03, 2025
Reply to Allow contact to be enrolled in multiple sequences at once
@hhiggins Thats unfortunate. I believe these are still 1:1 outreach. If I have a client that has 5 stores, and each store needs a different scope ...read more
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January 14, 2025
Reply to Pulling a report based on quoted date
As a deal goes through its sales cycle, at some point it is going to be "quoted" and waiting on the client to make a decision. At some point the deal...read more
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Gotcha on January 13, 2025
Pulling a report based on quoted date
As par tof my MasterMind group, we are looking to enter metrics for the amount we quoted every month. I have the report, I set it to filter based on: Date entered "Client Reviewing Proposal" Problem is if we quote a deal on December 10th, win i read more
Reply Discussion Reports
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November 08, 2024
Reply to My sum does not equal the data
Not a bug. It's working as it should. The sum is all deals including those that don't have an associated company. The deals in the graph are onl...read more
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Contributor
November 08, 2024
Reply to My sum does not equal the data
Maybe I was not clear. If you add up the 4 bars, they equal around 15K. At the top, the Sum is 32k. This was an obvious issue to see as it was half....read more
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