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KTraynor21
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Member since ‎Sep 15, 2022
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Kristen Traynor

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KTraynor21
Participant
May 29, 2024
Reply to Restrict email sending permissions by pipeline in Help Desk
This is a must have fix! We recently switched over to the Help Desk, but realized after doing so that now anyone in our portal can send emails from o...read more
KTraynor21
Participant
February 26, 2024
Reply to Add quarterly as an option to scheduled workflows
@jbartola I can't speak for @Luke_G , but for us, it would be extremely useful to be able to schedule the workflow to run every 90 days. I'd like ...read more
KTraynor21
Participant
January 26, 2024
Reply to Select alternate contact owner field, for round robin meetings
Agree. We make our CSMs the contact owner for customers, but when an upsell opportunity is identified, we'd like to be able to send the customer an u...read more
KTraynor21
Participant
August 08, 2023
Reply to Ability to connect shared inbox to meetings tool
Our CS team would ideally like to use shared inboxes for the team for a few reasons: so the team can monitor customer emails if a CSM is OOO to en...read more
KTraynor21
Participant
May 02, 2023
Reply to Option to block free email providers from booking via Meetings link
Please, please add this to the roadmap! This causes our team so many headaches and takes up valuable time to clean up!
KTraynor21
Participant
March 24, 2023
Reply to Introduce Yourself!
Hi there, I'm Kristen 👋 What's your current role? RevOps Manager, LASSO What industry do you currently work in? LASSO is a B2B ver...read more
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