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DJclassic
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Member since ‎May 19, 2020
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DJclassic
Participant
February 03, 2022
Reply to SMS to Contacts
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
DJclassic
Participant
September 26, 2021
Reply to Overdue Tasks --- Adding Filter "By Due Date"
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
DJclassic
Participant
April 14, 2021
Reply to Multiple sales personnel working a single Contact - how to view 'Working Withs'?
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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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
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