ReshmaRR

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Reshma Rajan

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ReshmaRR

Contributor

January 13, 2025

Reply to Reporting on "Meeting Comments"

Agreed, meeting notes is a crucial part of understanding how the meeting went. We should be able to put this information out as a report. For now we ...read more

ReshmaRR

Contributor

October 03, 2024

Reply to Sharing snippets

Hi - I believe its based on the first 5 created, which is not a great set up.

ReshmaRR

Contributor

March 07, 2024

Reply to Reporting on "Meeting Comments"

I agree. This option is not just missing on meetings, is the same case for tasks. We have set up automated tasks as reminder to follow-up, for exampl...read more

ReshmaRR

Contributor

April 12, 2023

Reply to TCV and ACV in company currency

Hi, Yes there is an alternat route untill HS creates that property. I created 2 properties - Annual ammount in company currency = Annual co...read more

Solved

ReshmaRR on November 01, 2022

Sequences

Hi, Do you have an tips or tricks for the sequences tool that helped you get highest reponse rates? Thanks, Reshma

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ReshmaRR

Contributor

September 29, 2022

Reply to Sending a customer satisfaction survey after a call is logged

Hi Karsten, With the workflow you have suggested, the survey would only be sent to the contact once. Workflows does not allow re-enrollment of co...read more

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