Sat here spending hours generating quotes but paying thousands £ £ £ £ for CRM software, I'm depressed, so thought I'd come on this thread and take i...read more
Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes I thought that when someone completes the sequence, they will be able to compelte the form again and sta read more
Hi, I keep running into the problem where I'm able to restrict access to specific pages by list (which I want), but some of my users are blocked from accessing the frontpage of the knowledgebase when they login. For most users, they login read more
Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes I thought that when someone completes the sequence, they will be able to compelte the form again and sta read more
Hi, I'm trying to give my customers the option of enrolling in a series of emails without me having to touch it. They will need to select what they want to enrol in from a form submission. Simple enough I thought. The idea is that they wil read more
Hi, Hoping somone more creative than I can help me. I have tasks setup - all require the same action and it's brainless - a prime candidate for automation. They are follow-up tasks where they have replied to an email. (I have automatic fol read more
It would save users time to be able to preview an associated contact from a Deals view rather than having to click about to get into the Contact record.