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stan255
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Member since ‎Jan 16, 2017
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  • Upvotes Given
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stan255
Participant
July 23, 2019
Reply to Past Due Activities Still Count as "Next Activity Date"
+1 Next activity date gets wiped out if the task is overdue even if it's on the same day. For example, we have a task today at 8AM. When you ...read more
stan255
Participant
June 04, 2018
Reply to Allow Workflows to create company level tasks & deals
+1 to this. 90% of all our sales come from companies with multiple contacts in them and generally Companies with multiple contacts have one mai...read more
stan255
Participant
March 26, 2018
Reply to Workflow - Ability to Create Notes
Upvoted. Sometimes a task might not be the best way to remind a colleague of something. A note might be the best solution here. For example, ...read more
stan255
Participant
June 28, 2017
Reply to Contact or Company Tags?
Tags is a simple yet powerful feature that would eliminate the need for a lot of the feature requests here. If tags were implemented: We can fi...read more
stan255
Participant
June 28, 2017
Reply to monthly recurring emails
What you can do is add a category of leads to a list and create a workflow just for them. The workflow would use the delay function. Here's ho...read more
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