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07252
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Member since ‎Sep 27, 2022
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Jorick Izelaar

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07252 on April 24, 2024
Custom labels for users visible in dashboard
Hi All, We recently received a mail from a client that his email had been hacked and that he had sent phishing emails. We want to be able to create custom labels for companies/contacts so that my colleagues can easily see that this contact is fl read more
Reply Discussion Companies Contacts
0 upvote
3 Replies
07252
Participant
April 24, 2024
Hi @karstenkoehler Thank you for your quick reply. We had looked at this option aswell but we are afraid it isnt visible and obvious enough and my ...read more
07252 on April 24, 2024
Custom labels for users visible in dashboard
Hi All, We recently received a mail from a client that his email had been hacked and that he had sent phishing emails. We want to be able to create custom labels for companies/contacts so that my colleagues can easily see that this contact is fl read more
Reply Discussion Companies Contacts
0 upvote
3 Replies
07252
Participant
April 24, 2024
Hi @karstenkoehler Thank you for your quick reply. We had looked at this option aswell but we are afraid it isnt visible and obvious enough and my ...read more
Solved
07252 on January 31, 2024
Changing deal stage after customer reply
Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another read more
Reply Discussion Deals
3 upvotes
3 Replies
07252
Participant
January 31, 2024
Thank you very much for your quick help Karsten, will also take your advice into account regarding starting new deals instead of continuing with old ...read more
Solved
07252 on January 31, 2024
Changing deal stage after customer reply
Hi All, I have a question regarding the 'lost' stage in the deals pipelines. We would like to make sure that if the deal is in the 'lost' stage and the customer/potential partner replies or sends another email that the deal moves back to another read more
Reply Discussion Deals
3 upvotes
3 Replies
07252
Participant
January 31, 2024
Thank you very much for your quick help Karsten, will also take your advice into account regarding starting new deals instead of continuing with old ...read more
Solved
07252 on July 24, 2023
Associating an email to a contact based on email subject!
Hi all! We receive emails from a partner regarding documents for our contacts. The contacts name is mentioned in the subject of the email (Example: "Documents regarding Jon Doe"). Currently we have to associate these mails to the right contact read more
Reply Discussion Tickets Workflows
0 upvote
3 Replies
07252
Participant
July 25, 2023
Hi @PamCotton ! Thank you for sharing the community thread. I tried that solution however I don't believe it is possible to use a workflow usi...read more
Solved
07252 on July 24, 2023
Associating an email to a contact based on email subject!
Hi all! We receive emails from a partner regarding documents for our contacts. The contacts name is mentioned in the subject of the email (Example: "Documents regarding Jon Doe"). Currently we have to associate these mails to the right contact read more
Reply Discussion Tickets Workflows
0 upvote
3 Replies
07252
Participant
July 25, 2023
Hi @PamCotton ! Thank you for sharing the community thread. I tried that solution however I don't believe it is possible to use a workflow usi...read more
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