Member since ‎Feb 26, 2021
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Laurie Powers

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DReyes815 on July 12, 2022
Hello! I would love to have the option to bulk remove associations. For example, let's say that some contacts were accidentally bulk associated to the Company A but I wanted them to be in Company B. What I can do is bulk associate the contacts read more
21 Replies
April 01, 2024
Unfortunately, our original settings included automatically associating contacts with companies and now we are reaching our maximum association more
Jon_Sasala on February 14, 2022
We currently have the ability to filter one-to-one emails (manually sent email interactions) and marketing emails from a records timeline. It seems transactional emails are lumped in with one-to-one emails. As a result, it is difficult for our reps read more
July 11, 2022
We use transactional emails to communicate basic information to customers upon their initial inquiry, sometimes requesting additional information or more
LPowers on May 19, 2022
One of our teams whom have their own inbox specifically serves customers who want to sell products to us. They have noticed recently a fair amount are being flagged by the alert "Be careful with this message". Most of these are customers that read more
LPowers on April 11, 2022
We are a Customer Service team that often needs to partner with other departments in Purchasing or Fulfillment to resolve a customer issue. Cross Department communication can be challenging at times and although 1 person within the other departm read more
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BPester on April 08, 2021
Hello All! This is going to be a lengthy one because I am going to outline the situation first and then put my idea at the bottom so it is hopefully clear and not too far fetched 😆 Basically I was trying to make a report to show deal conversion read more
2 Replies
February 15, 2022
I am building reports for our customer service team around tickets and surveys. The following are some suggestions that I think would help with more
LPowers on February 14, 2022
In both our purchasing and customer service departments we receive a large influx of emails that are simply notifying the teams of progress on customer tickets. Currently, the inboxes are set to auto create tickets for each new conversation which i read more
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