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MDizierChanfr
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Member since ‎Mar 3, 2021
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Manuela Dizier Chanfreau

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kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
267 upvotes
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MDizierChanfr
Member
March 03, 2021
Hello, Once the document is sent, there's no way to create list, or filtering contact using documents activity, therefore drastically reducing th...read more
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