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BSCTodd
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Member since ‎Nov 19, 2020
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BSCTodd on December 10, 2020
As the title states, I am seeking customization settings for creating tasks using the checkbox on the calling integration popup window, as well as on note creation popup, email sending popup, etc. I am looking to be able to change the task titl read more
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BSCTodd on November 19, 2020
Add the ability to group titles together for faster filtering of lists. For example, I am often filtering lists to pull "CEO", "CFO", "CTO", "Controller", etc. If I could group them and give it a title like "C-Suite" that would be super helpful. Tha read more
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r2davis3 on September 14, 2017
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
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Member
November 19, 2020
Agreed! The email selection is already there on the enrollment page. It made me think it was already put in when I saw it, unfortunately only my emai...read more
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