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MBrommekamp
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Mitglied seit ‎Jul 4, 2022
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Moritz Brommekamp

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MBrommekamp on Juli 28, 2022
Put a task on "repeat" in a pipeline automation?
In our pipeline, we would like to automate that the deal owner receives a task every 2 days if the deal has been in a certain stage for 4+ days. I was only able to create tasks for a single time, but I was not able to set them to "repeat" after Beitrag ansehen
Antworten Diskussion Professional
1 Likes
3 Antworten
MBrommekamp
Teilnehmer/-in
August 05, 2022
awesome, many thanks for that! That's super helpful.
Gelöst
MBrommekamp on Juli 28, 2022
Put a task on "repeat" in a pipeline automation?
In our pipeline, we would like to automate that the deal owner receives a task every 2 days if the deal has been in a certain stage for 4+ days. I was only able to create tasks for a single time, but I was not able to set them to "repeat" after Beitrag ansehen
Antworten Diskussion Professional
1 Likes
3 Antworten
MBrommekamp
Teilnehmer/-in
August 05, 2022
awesome, many thanks for that! That's super helpful.
Gelöst
MBrommekamp on Juli 22, 2022
Automatically fill in information for sales emails
The Problem: We are a recruitment company and regularly send pdf documents with profiles of potential candidates via mail to potential clients. The pdf document contains a picture of the candidate, basic contact information, and a summary of their Beitrag ansehen
Antworten Diskussion Professional
0 Likes
4 Antworten
MBrommekamp
Teilnehmer/-in
Juli 26, 2022
@Teun many thanks for your reply! 🙂 Would we require the Enterprise plan to use the custom modules as well as the programmable email beta ? W...Beitrag ansehen
Gelöst
MBrommekamp on Juli 22, 2022
Automatically fill in information for sales emails
The Problem: We are a recruitment company and regularly send pdf documents with profiles of potential candidates via mail to potential clients. The pdf document contains a picture of the candidate, basic contact information, and a summary of their Beitrag ansehen
Antworten Diskussion Professional
0 Likes
4 Antworten
MBrommekamp
Teilnehmer/-in
Juli 26, 2022
@Teun many thanks for your reply! 🙂 Would we require the Enterprise plan to use the custom modules as well as the programmable email beta ? W...Beitrag ansehen
Gelöst
MBrommekamp on Juli 22, 2022
Automatically fill in information for sales emails
The Problem: We are a recruitment company and regularly send pdf documents with profiles of potential candidates via mail to potential clients. The pdf document contains a picture of the candidate, basic contact information, and a summary of their Beitrag ansehen
Antworten Diskussion Professional
0 Likes
4 Antworten
MBrommekamp
Teilnehmer/-in
Juli 26, 2022
@Teun many thanks for your reply! 🙂 Would we require the Enterprise plan to use the custom modules as well as the programmable email beta ? W...Beitrag ansehen
SteveJenns on März 06, 2017
Field Dependencies for Contact Properties
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth Beitrag ansehen
Antworten Idee Contacts & Companies
1041 Likes
312 Antworten
MBrommekamp
Teilnehmer/-in
Juli 19, 2022
I can see from @shajones that this is in development now. Amazing! Can you provide us with a rough estimate of when we can expect this feature?
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