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twmackenzie
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Member since ‎Jul 7, 2021
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Thomas Mackenzie

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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
283 upvotes
106 Replies
twmackenzie
Participant
July 07, 2021
Was looking for this feature today and surprised it isn't available. Please prioritise this!
Solved
twmackenzie on July 07, 2021
Filter on whether a particular document has been viewed
Hi, I am looking for a way to filter my contacts to show only those that have viewed a particular document in a 1:1 email. I know where I can see those contacts, but I would like to put them on another sequence in the future and can't think read more
Reply Discussion Professional
1 upvote
2 Replies
twmackenzie
Participant
July 07, 2021
Thanks a lot Karsten!
Solved
twmackenzie on July 07, 2021
Filter on whether a particular document has been viewed
Hi, I am looking for a way to filter my contacts to show only those that have viewed a particular document in a 1:1 email. I know where I can see those contacts, but I would like to put them on another sequence in the future and can't think read more
Reply Discussion Professional
1 upvote
2 Replies
twmackenzie
Participant
July 07, 2021
Thanks a lot Karsten!
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