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JennaWB
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Member since ‎Sep 9, 2021
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Jenna Watson-Brawn

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Activity

BryanRonnex on June 20, 2017
Create an archive for templates & sequences
When I am sending templates/sequences, it takes too much time to find the ones I am currently using because all the old ones fill the options for 'recent templates' despite the fact that i havent used them in a while. Can you create an archiv read more
Reply Idea Sequences
39 upvotes
16 Replies
JennaWB
Participant
June 10, 2022
Hi! I would like to bring this back to the fold. The challenge with the solution of using folders is when you are using the search box in the gmail c...read more
JennaWB on April 14, 2022
Associate a task with more than a contact from gmail
Hi - our team would like to be able to associate a task with more than one contact from the "create task" on the side bar in gmail. Ideally you would be able to associate the task with the deal that the contact is associated with easily.
Reply Discussion
0 upvote
1 Reply
JennaWB on September 09, 2021
Missing company names and ids on deals in report
Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man read more
Reply Discussion Companies CRM Deals Professional Reports Sales
0 upvote
2 Replies
JennaWB
Participant
September 10, 2021
Thanks @PamCotton ! All deals were associated with contacts and companies. I just went in to look and it looks like the issue has resolved itself. ...read more
JennaWB on September 09, 2021
Missing company names and ids on deals in report
Hi - I am working on creating a report that shows the deal source (a new property I created) broken down by the companies that are our prospects. The report is a custom report using both deals and companies. I am running into an issue with man read more
Reply Discussion Companies CRM Deals Professional Reports Sales
0 upvote
2 Replies
JennaWB
Participant
September 10, 2021
Thanks @PamCotton ! All deals were associated with contacts and companies. I just went in to look and it looks like the issue has resolved itself. ...read more
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