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DaveGoff2
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Mitglied seit ‎Aug 4, 2021
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Dave Goff

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KTownsend1 on Mai 08, 2023
Copy property to "notes" tab at the top of a contact/deal/company
It would be beneficial to be able to create a workflow where a property entered on a form is converted into a note automatically. Presently, you can create a workflow to copy this property into another property titled "notes" and add it to your view Beitrag ansehen
Antworten Idee Forms Properties Workflows
11 Likes
11 Antworten
DaveGoff2
Mitwirkender/Mitwirkende
Februar 29, 2024
I'm surprised this isn't already available. It would be very helpful.
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CLangenegger on Februar 17, 2023
Creating a newsletter archive (library)
We send out a monthly newsletter to our users highlighting the changes in our software. These are not always read or get lost. To increase transparency and have them easily accessible, we'd like to create an archive or library of the past newsle Beitrag ansehen
Antworten Diskussion best practices How-To Professional
1 Likes
6 Antworten
DaveGoff2
Mitwirkender/Mitwirkende
Dezember 12, 2023
I was looking for the same thing. I don't see any easy way to do it, so I think we'll just have to back it into our newsletter process.
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DaveGoff2 on März 06, 2023
Report on Sales Sequence Spam Reports?
Is there a way to see which sales sequences are getting spam reports and at what rate?
Antworten Diskussion Enterprise
2 Likes
2 Antworten
DaveGoff2
Mitwirkender/Mitwirkende
März 08, 2023
Thanks for the reply! To be honest, my issue is less with deliverability and more with viability of a sequence compared to others. For example, we c...Beitrag ansehen
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DaveGoff2 on März 06, 2023
Report on Sales Sequence Spam Reports?
Is there a way to see which sales sequences are getting spam reports and at what rate?
Antworten Diskussion Enterprise
2 Likes
2 Antworten
DaveGoff2
Mitwirkender/Mitwirkende
März 08, 2023
Thanks for the reply! To be honest, my issue is less with deliverability and more with viability of a sequence compared to others. For example, we c...Beitrag ansehen
JVasquez0 on Januar 07, 2022
preview of email template sequence
Hello Is there a way to see a preview of an email template for a sequence prior to enrolling contacts? The reason I ask, there was a picture error which I did not see, until after the email was sent to customers Thank you Jennifer
Antworten Idee Sequences
17 Likes
6 Antworten
DaveGoff2
Mitwirkender/Mitwirkende
Februar 06, 2023
@Derya , I'm doing that right now and the problem is that it takes several days because you have to have at least one day in-beteen each step. Do t...Beitrag ansehen
nathanparis on Mai 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
345 Likes
107 Antworten
DaveGoff2
Mitwirkender/Mitwirkende
September 20, 2022
+1 to being able to add notes via workflow. We have a few forms we'd like to capture into notes.
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