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KFewings
Member | Gold Partner
Member since ‎Apr 20, 2021
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  • Upvotes Given
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  • Upvotes Received
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Katie Fewings

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KFewings on December 02, 2021
I want to clone a Companies workflow so that I can apply it to Contacts. It was quite an involved workflow (basically setting out all the US state codes and saying if State/Region was in code format, change it to the appropriate non-code format). I read more
8 upvotes
4 Replies
KFewings on November 23, 2021
We have created a Sales Nurture Lead Score (separate from our main Lead Score, which is designed to move people to MQL when they reach a score of 😎 to try to prioritise contacting people who've been a live lead but then put into nurture. We wo read more
KFewings on November 12, 2021
We use lead score to move people to MQL - so currently if someone gets a lead score of 8 or more, they become MQL. This means our sales people then review that lead. If, however, the lead isn't ready right now, they move to Sales Nurture. The read more
TMF1090 on March 05, 2019
We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts read more
401 upvotes
116 Replies
Member | Gold Partner
October 21, 2021
Yes we need this too - we need to see which salespeople have enrolled which people (as it's not necessarily the Contact Owner). Thanks!
Kara on January 18, 2019
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
161 upvotes
39 Replies
Member | Gold Partner
October 12, 2021
Any update on this? It's so important, it should be one of the priorities.
Kara on January 18, 2019
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
161 upvotes
39 Replies
Member | Gold Partner
October 12, 2021
Any update on this? It's so important, it should be one of the priorities.
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