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wmeyer
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Member since ‎Jul 2, 2020
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  • Replies
    1
  • Upvotes Given
    19
  • Upvotes Received
    33
  • Ideas
    5

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Whitney Meyer

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Activity

wmeyer
Participant
April 07, 2021
Reply to Quick Access shortcut to create contact / company
We would find it useful if there was a way to create a shortcut to a form, on either the contact record, customer record or anywhere else really. (We...read more
wmeyer
Participant
March 25, 2021
Reply to Scheduled Emails List
It would be highly beneficial to have a place to see all scheduled emails, to monitor what is going out for a particular day, as well as if you neede...read more
wmeyer
Participant
March 25, 2021
Reply to Ability to add attachments to templates & sequences
I want to be able to not only link to documents within an email template, but also have the ability to attach a pdf (like you would do in a outlook e...read more
wmeyer on March 23, 2021
Ability to use a task queue as a workflow trigger
It would be helpful to have a task queue able to be used as a workflow trigger.
Reply Idea Workflows
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1 Reply
wmeyer
Participant
March 23, 2021
Reply to Workflow Round Robin - rotate leads evenly & in set order
We have created a task queue for a specific group of targeted customers. We want the tasks to be assigned "round robin" style, but there is currently...read more
wmeyer
Participant
January 14, 2021
Reply to Transactional email vs Operational email
I agree with @SamAdler We use transactional type emails for order confirmations, to answer questions we get via email, etc. but we are unable to s...read more
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