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TimLCooley
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Member since ‎Jun 23, 2020
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TimLCooley on February 08, 2021
Use the Same Filter Types across Lists, Contacts and Work Flows
It makes ZERO sense that you all use different filter types between Work Flows, Lists, and Contacts. "Contains exactly" vs. "Equal to any" It would seem these are the same, but they aren't. In a List, I put in my parameters and get 0 resu read more
Reply Idea Lists
3 upvotes
2 Replies
TimLCooley
Participant
August 12, 2021
Here is some more context to add to this issue. Filtering by Contact Filtering with List / Workflow You can see from the photos above th...read more
TimLCooley on February 08, 2021
Use the Same Filter Types across Lists, Contacts and Work Flows
It makes ZERO sense that you all use different filter types between Work Flows, Lists, and Contacts. "Contains exactly" vs. "Equal to any" It would seem these are the same, but they aren't. In a List, I put in my parameters and get 0 resu read more
Reply Idea Lists
3 upvotes
2 Replies
TimLCooley
Participant
August 12, 2021
Here is some more context to add to this issue. Filtering by Contact Filtering with List / Workflow You can see from the photos above th...read more
TimLCooley on February 08, 2021
Use the Same Filter Types across Lists, Contacts and Work Flows
It makes ZERO sense that you all use different filter types between Work Flows, Lists, and Contacts. "Contains exactly" vs. "Equal to any" It would seem these are the same, but they aren't. In a List, I put in my parameters and get 0 resu read more
Reply Idea Lists
3 upvotes
2 Replies
TimLCooley
Participant
August 12, 2021
Here is some more context to add to this issue. Filtering by Contact Filtering with List / Workflow You can see from the photos above th...read more
TimLCooley on January 08, 2021
Add unassociate to bulk emailing (list + Enroll in Sequence)
Currently, there is no way to unassociate contacts to deals via bulk emailing via List with Sequences. Problem: I work with multiple clients. In doing so I give them access to see their outreach efforts. Many times we reach to the same Contact f read more
Reply Idea Lists Sequences
0 upvote
0 Reply
TimLCooley on December 04, 2020
Increase the number of Owner Properties in Deal Properties
I recently upgraded to the enterprise level. We use the Deal Property User to allow our clients to see into our Sales Pipelines. Each User gets their own pipeline. However, I went to set up the Deal Property and it is limiting me to 20. Can we p read more
Reply Idea Deals
3 upvotes
0 Reply
Solved
dawnlinsk on March 22, 2018
Logging emails when there are multiple deals for same company/contact
Sometimes we have multiple deals running for the same company and contact that are separate from each other. If we log an email via our email client (in our case we're using Google Suite) is there any way to specify what deal this relates to, or is read more
Reply Discussion
21 upvotes
16 Replies
TimLCooley
Participant
December 02, 2020
Any word on a solution for this? We have clients that look at their deals. In the log, it will show emails associated with other deals to the same co...read more
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