We would like to be able to create an internal list (of employees, not marketable contacts) that can be CC'd on each marketing email. We do not want these to be tracked nor do we want these associated with contacts as they are employees.
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
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
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.
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!
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!
Hi, We are working with a customer using Business Units. Apparently its not possible to have subscription preferences page per BU. This makes no sense as we can add different subscriptions type and some BU might not even be related. read more
Context: We work with a Healtcare provider and we are using a Custom Object to separate Centres from Companies (needed for their use case). Would be useful to be able to filter contacts views using the Custom Object name, as we can for companies read more
Hi, I have a customer that has asked if there is a way we could force the order of the folders/products in the product library.
I understand have the most used/popular on top would speed up the data entry.
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!
Hi all,
We have a customer that requires a 2 step approval process.
We added a manual step to the workflow that combines a Deal property and a task.
Unfortunately I can only add a event based delay using either a quote property change or a pre read more
Hi all,
We have a customer that wants to check, inside the company, how many Departments have associated contacts. To understand their progress in covering the account - sales wise.
I can easly reach the count of contacts per departmen read more
Hi @BukunmiOdetayo I need this but for the companies object. For each Company (customer), they need to know how many departments they have contacts...read more
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