jonmartin1

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Jon Martin

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jonmartin1

Member | Diamond Partner

September 05, 2024

Reply to Allow Transactional Emails to be associated to a Company and Deal Record

Yes please! we are using Transactional emails to notify clients of shipment details based on deal information. Its a mess if this isn't logged on the...read more

jonmartin1

Member | Diamond Partner

January 18, 2023

Reply to Enable Playbooks for Custom Objects

This would be super useful as often custom objects are leveraged for onboarding, or managing ongoing processes with data collection as part of them. ...read more

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