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DaveGoff2
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Member since ‎Aug 4, 2021
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Dave Goff

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KTownsend1 on May 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 read more
Reply Idea Forms Properties Workflows
11 upvotes
11 Replies
DaveGoff2
Contributor
February 29, 2024
I'm surprised this isn't already available. It would be very helpful.
Solved
CLangenegger on February 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 read more
Reply Discussion best practices How-To Professional
1 upvote
6 Replies
DaveGoff2
Contributor
December 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.
Solved
DaveGoff2 on March 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?
Reply Discussion Enterprise
2 upvotes
2 Replies
DaveGoff2
Contributor
March 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...read more
Solved
DaveGoff2 on March 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?
Reply Discussion Enterprise
2 upvotes
2 Replies
DaveGoff2
Contributor
March 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...read more
JVasquez0 on January 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
Reply Idea Sequences
17 upvotes
6 Replies
DaveGoff2
Contributor
February 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...read more
nathanparis on May 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 read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
DaveGoff2
Contributor
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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