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cj_ipec
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Member since ‎Dec 13, 2017
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cj_ipec on January 12, 2023
Confirmation and reminder emails - Meeting Links
I am looking to be able to show the confirmation and reminder emails from the meeting tools settings to appear in the activity timeline of the contact. Not knowing if the email is being sent and viewed is getting concerning that we cannot see that t read more
Reply Idea Meetings
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cj_ipec
Member
November 15, 2022
Reply to Rotating leads with fixed distribution percentages
We have a custom code that does this for us now. It is working beautifully. Our developer wrote the code and we implemented it a few years ago. We te...read more
cj_ipec
Member
April 08, 2021
Reply to Associating email activity with a ticket
I have been working to help our COO and our support staff become more automated and have introduced them to using Sequences, however the missing puzz...read more
cj_ipec on October 02, 2020
Team Meeting Link
I am looking at wanting to use a team meeting link on exit pop-up forms.. It would be nice to be able to have this option and when a prospect gets ready to leave the page or site, a pop-up appears asking if they would like to schedule time to talk t read more
Reply Idea Meetings
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cj_ipec on September 29, 2020
New Task Beta Idea
In the new "beta" version of the new task view, I love that I can see my calendar. But it would be nice to be able to schedule something directly on that screen, instead of going back to Google to schedule something. Also, it would be nice to be abl read more
Reply Idea Tasks
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cj_ipec
Member
April 03, 2020
Reply to Rotating leads with fixed distribution percentages
This is definitely something worth having since we are looking at having full time reps vs part time reps vs independent contractors. Each should hav...read more
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