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AHeil
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Member since ‎Apr 16, 2021
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Allison Heil

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AHeil
Member
October 13, 2022
Reply to Ability to associate marketing emails to tickets
YES we need this so bad. We have automations based on tickets and emails that go out, and no easy way to look at a ticket and see if something sent. ...read more
AHeil
Member
June 23, 2021
Reply to Better Tasks Filters
Please let us sort by associated Deal. that way we could work directly out of the task screen and close out/move/mass edit tasks for a cus...read more
AHeil on April 16, 2021
Sort Task List by COMPANY or DEAL
I'm trying to look at how many open tasks there are (that are due or overdue) for each deal so I can prioritize where to start. If deals have more open tasks, I want to start there because that means I'm falling behind on them the most. It w read more
Reply Idea Tasks
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