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CTaffe
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Member since ‎Oct 12, 2021
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Chloe Taffe

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robertmaclean on July 11, 2024
I'd like to create an automated system whereby I can see my customers moving through the stages of a pipeline depending on how far they are into an annual contract, and to be sent a task to touch base with them once they are one month out from renew read more
0 upvote
2 Replies
Participant
July 11, 2024
Hi there! I set up a workflow that does something similar. We have deal properties that record a customer's start date and end date of their agreeme...read more
RMcNaught on March 06, 2023
We're looking for a feature to allow multiple users to book the same meeting time. In our use-case, this is for our new staff to book an onboading meeting at a set time (eg Tuesday or Thursday morning). This would work similar to booking a webinar a read more
46 upvotes
15 Replies
Participant
January 01, 2024
For further context on the above, an example of how we would intend to use this feature is for offering a link for people to book a trial day (for ex...read more
RMcNaught on March 06, 2023
We're looking for a feature to allow multiple users to book the same meeting time. In our use-case, this is for our new staff to book an onboading meeting at a set time (eg Tuesday or Thursday morning). This would work similar to booking a webinar a read more
46 upvotes
15 Replies
Participant
January 01, 2024
For further context on the above, an example of how we would intend to use this feature is for offering a link for people to book a trial day (for ex...read more
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