It's really not clear to me why creating a nd customizing a customer portal child theme is possible if I can't use it? This is something we really ne...read more
Without abbility to create smart rules for name and address recipients will see, I need to create email clones (for example - same email content, but sent from Onboarding or Ongoing Support agent, based on onboarding status of a client)
@nickmellor I create Deals automatically based on selected Meeting type. BDR is Organizer, Sales Rep added as an attendee. Then, there is a list ...read more
Without abbility to create smart rules for name and address recipients will see, I need to create email clones (for example - same email content, but sent from Onboarding or Ongoing Support agent, based on onboarding status of a client)