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clcintx
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Member since ‎Oct 14, 2020
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Cynthia Chebultz

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clcintx on August 23, 2022
List of contacts without a future task
It would be very helpful if we could see a list of contacts where we have forgotten to assign a future to-do task. This would allow us to find the contacts that may have slipped through the cracks, that need to be followed up with, but did not get read more
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3 upvotes
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DaveRowland on June 19, 2020
Identify contacts with no open tasks
I was trying to create a list of sweetspot contacts with no open tasks against them. When I say open tasks, I mean contacts that have never been assigned a task or have no incomplete tasks against them. With a lot of staff turnover recently, I'm read more
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5 upvotes
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clcintx
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August 23, 2022
It would be very helpful if we could see a list of contacts where we have forgotten to assign a future to-do task. This would allow us to find the c...read more
clcintx on October 14, 2020
Merging Companies - emails, forms, landing pages, assets, and deals?
I have read everything I can find in the knowledgebase about merging companies. I can't find anything on if the merge includes the emails, forms, landing pages, assets, and deals?
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