Good morning everyone. I've created Active lists for each of my reps that include contacts that have not had activity in 90+ days. This is an effort to keep anyone from falling through the cracks. My question: Is there a way to automate and emai Lire la suite

I've looked through the forum and knowledge base but can't seem to find my answer. What I'm trying to do: Create a report that outlines Deal source to revenue on closed deals. Issue: We have an old pipeline that will soon be retired (Sales Lire la suite

Hi everyone, Here's what I'm wanting to do: Trigger: Our accounting team uploads an executed contract into a deal, showing that it's closed and won. Need: an automated email to go to the account owner letting them know the contract was Lire la suite