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DJclassic
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Member since ‎May 19, 2020
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Activity

Jems212 on April 13, 2017
SMS to Contacts
Workflow seems to have internal SMS but there is no option for SMS to contacts. Thinking as a reminder of appointments it would be a great feature. I understand there are legal issues around use of SMS but be great if could figure a way t read more
Reply Idea Contacts & Companies Conversations Integrations Workflows
244 upvotes
52 Replies
DJclassic
Participant
February 03, 2022
The prevalence of SMS as an alternative comms medium for marketing and sales is growing - esp since this was raised back in 2017! We need the same fu...read more
lleemis on April 09, 2019
Overdue Tasks --- Adding Filter "By Due Date"
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
Reply Idea Sales Reporting Tasks
211 upvotes
67 Replies
DJclassic
Participant
September 26, 2021
We need our Snr Mgmt to be able to see the overdue tasks for their teams in a report, without having to check each individual. Reporting by Overdue f...read more
Solved
DJclassic on April 13, 2021
Multiple sales personnel working a single Contact - how to view 'Working Withs'?
We have regional sales teams in real estate, but we have Contacts that may want to purchase in multiple regions. Our business structure is that they work with the regional sales consultant for the region they want to buy in - meaning multiple sales read more
Reply Discussion Contacts
0 upvote
3 Replies
DJclassic
Participant
April 14, 2021
Thanks for outlining that approach and pointing out the Lead Mgmt/Lifecycle considerations. The solution is more admin-heavy than I had hoped but I h...read more
Solved
DJclassic on April 13, 2021
Multiple sales personnel working a single Contact - how to view 'Working Withs'?
We have regional sales teams in real estate, but we have Contacts that may want to purchase in multiple regions. Our business structure is that they work with the regional sales consultant for the region they want to buy in - meaning multiple sales read more
Reply Discussion Contacts
0 upvote
3 Replies
DJclassic
Participant
April 14, 2021
Thanks for outlining that approach and pointing out the Lead Mgmt/Lifecycle considerations. The solution is more admin-heavy than I had hoped but I h...read more
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