KatieMarr

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solutions
1
Replies
8
Upvotes Given
40
Upvotes Received
68
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Katie Marr

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KatieMarr

Contributor

June 26, 2025

Reply to Schedule recurring events with Meetings

The courses object becomes less useful without the ability to either create recurring meetings, or use a workflow to add users to a meeting after ano...read more

KatieMarr

Contributor

May 22, 2025

Reply to Sales Territory Setup to Improve Lead Routing

If it helps, I've set this up by creating a territory list for each reps territory, using custom properties to indicate the territory element I need....read more

KatieMarr on September 18, 2024

bulk upload logs for SMS and whatsapp

My reps spend twice as much time logging their SMS messages as actually sending them. This is a resourcing challenge, as it is eating into their active outreach time. If there were a way to simply upload a log to text messages via CSV at the en read more

Reply Idea Imports & Exports

8 upvotes

1 Reply

KatieMarr

Contributor

November 17, 2022

Reply to Customer Journey (Beta) reporting limitations

Amazing, thank you so much! If they need any clarification, I am always happy to hop on a call.

KatieMarr on November 16, 2022

Customer Journey (Beta) reporting limitations

I am attempting to use the new (beta) journey report tool to track a specific campaign and am hitting some roadblocks, so want to convey my feedback to the dev team here. This is what I want to do and what the tool is limiting me to: What read more

Reply Discussion Enterprise

3 upvotes

4 Replies

KatieMarr

Contributor

September 07, 2021

Reply to Deep Link in email to redirect URL

@himanshurauthan I agree the only solution is to turn off all link tracking portal wide, but that is just not an option for us. So I've added an id...read more

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