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CateDuarte
Top Contributor | Elite Partner
Member since ‎Nov 23, 2021
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Catarina Duarte

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Solved
jaybaum on February 23, 2024
Under deal permissions there's only options for view, edit, and delete. There's no "create" option to restrict a user's ability to "create" a deal record. Our deals are going to be created via integration from an ERP. We're just trying to find read more
0 upvote
2 Replies
Top Contributor | Elite Partner
February 23, 2024
Hi @jaybaum if a user has no permissions to edit they won't be able to create deals. Make sure the Edit is set to NONE under permissions.
Fox1 on September 22, 2023
There is an ongoing problem when we need to reassign contacts that have overdue tasks. When a rep isn't completing tasks in a timely fashion those leads are open for reassignment. The problem is that the process is extremely time-consuming an messy. read more
1 upvote
1 Reply
Top Contributor | Elite Partner
February 09, 2024
I am having a similar issue. I need to assign unassigned tasks to a contact owner and am not seeing how to do it.
umbck on January 10, 2019
My team and I would like to be able to send email sequences to perspective clients from our shared email to keep everything in one place and have everything easily accessbile.
189 upvotes
83 Replies
Top Contributor | Elite Partner
February 09, 2024
I have at least 3 customes needing this.
Solved
CateDuarte on February 09, 2024
I have increasing number of customers asking me for contact Follow-Up flows. Sequences would be a perfect fit. Issue is that they use a shared inbox to follow-up on enquiries. Anybody has a workaround for this? Thank you!
0 upvote
5 Replies
Top Contributor | Elite Partner
February 09, 2024
Conservative way of thinking. They want enquiries to be handled from a enquiries@ email address.
Solved
CateDuarte on February 09, 2024
I have increasing number of customers asking me for contact Follow-Up flows. Sequences would be a perfect fit. Issue is that they use a shared inbox to follow-up on enquiries. Anybody has a workaround for this? Thank you!
0 upvote
5 Replies
Top Contributor | Elite Partner
February 09, 2024
Conservative way of thinking. They want enquiries to be handled from a enquiries@ email address.
Solved
CateDuarte on February 09, 2024
I have increasing number of customers asking me for contact Follow-Up flows. Sequences would be a perfect fit. Issue is that they use a shared inbox to follow-up on enquiries. Anybody has a workaround for this? Thank you!
0 upvote
5 Replies
Top Contributor | Elite Partner
February 09, 2024
Conservative way of thinking. They want enquiries to be handled from a enquiries@ email address.
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