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llacey
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Member since ‎Aug 6, 2020
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BryanRonnex on June 20, 2017
Create an archive for templates & sequences
When I am sending templates/sequences, it takes too much time to find the ones I am currently using because all the old ones fill the options for 'recent templates' despite the fact that i havent used them in a while. Can you create an archiv read more
Reply Idea Sequences
39 upvotes
16 Replies
llacey
Member
February 08, 2022
Is there any update on this issue of archiving sequences? I see this last post is from April 2020. If you can't archive old sequences, is there a re...read more
EProwse on February 04, 2021
Inactive Deals/Cards - Consider change in deal stage, scheduled meetings etc.
Currently the inactive deals/cards feature only takes into consideration calls, emails, notes etc. when highlighting a card as inactive. Deals should also consider scheduled meetings and changes to deal stages within the set time frame as in su read more
Reply Idea Deals
110 upvotes
9 Replies
llacey
Member
January 21, 2022
Yes please mark the deals as active if a meeting is scheduled, a task is scheduled, or the deal stage changes. These deals aren't really inactive if ...read more
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