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AGreen95
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Nov 17, 2021
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Angela Green

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AGreen95 on January 23, 2024
Best CPQ for multiple price sheets feeding one quote
Hey community! What do you think is the best software to support a CPQ process that is currently managed by an excel spreadheet where multiple tabs feed into one master quote tab. Also, needs approval workflow component. Thank youuuuuuu
Reply Discussion Enterprise
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AGreen95
Participant | Elite Partner
September 27, 2023
Reply to Use Custom Object Personalisation Tokens in emails
We added placeholder fields on the contact record and then created workflows that send the emails. In those workflows: it pulls the value from the cu...read more
AGreen95
Participant | Elite Partner
January 12, 2023
Reply to Time In {Ticket Status} Not Working
Hey team, I am implementing something I think can account for the 'time in ticket stage' issue here. I'd love some feedback before we go live... 1. ...read more
AGreen95 on June 20, 2022
Lag in email from contact and last contacted property time stamp
Does anyone know why there is a lag between when a contact email is logged on a ticket and when the correspoding property timestamps (last contacted and last customer reply) are lagging? It is causing major issues in our workflows and our custom fla read more
Reply Discussion Tickets
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