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wmeyer
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Member since ‎Jul 2, 2020
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  • Replies
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  • Upvotes Given
    19
  • Upvotes Received
    21
  • Ideas
    5

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Whitney Meyer

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Activity

DarrenScottUK on September 07, 2019
Along the toolbar in CRM it would be useful to have a quick access shortcut option to create a company or contact rather than having to go into the contacts or company list. Only a small icon would suffice along the toolbar.
20 upvotes
5 Replies
Participant
April 07, 2021
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
lvicelli3 on December 23, 2019
I would a feature that shows all scheduled Sales emails in list form. This way, it is easy to verify emails that were scheduled, etc. As part of that, to be able to see scheduled emails that have been sent already would be helpful.
Participant
March 25, 2021
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
PDufresne on February 04, 2021
When creating a template, you need to upload a file as a document, which does not look like a native gmail file when you send it over. I want my emails to seem personal like I'm just sending it out of my gmail. As of now, I need to create a temp read more
9 upvotes
1 Reply
Participant
March 25, 2021
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
It would be helpful to have a task queue able to be used as a workflow trigger.
0 upvote
1 Reply
evfishr on October 11, 2018
Hi there, We want the round robin to distribute leads to reps in a set rotation order that is even and predictable (not randomized). Currently, we move reps in and out of the round robin based on vacation time and also at time to focus on ot read more
117 upvotes
45 Replies
Participant
March 23, 2021
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
Solved
SamAdler on April 15, 2019
I'm an ex-Marketo user, and in Marketo we had an option of making an email 'operational', which sounds similar to the 'Transactional' email in Hubspot. However, i've only used this kind of email for sending a 'thank you, here is the download you re read more
3 upvotes
11 Replies
Participant
January 14, 2021
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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