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Jorynickles
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Member since ‎Mar 21, 2023
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Jory Nickles

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umbck on January 10, 2019
Sending Sequences from a shared inbox
My team and I would like to be able to send email sequences to perspective clients from our shared email to keep everything in one place and have everything easily accessbile.
Reply Idea Conversations Sequences
222 upvotes
98 Replies
Jorynickles
Member
May 01, 2024
@glencornell hello! Is there any update on this, as its been ~4 years since being marked as "being reviewed"? Even if the update is letting us know...read more
trevordjones on January 17, 2024
Add Workflow Enrollment to Deal List Criteria
The new Deal Lists functionality is very helpful, but it would benefit from a more robust set of criteria for membership. In particular, I would like to see workflow membership be available as a potential list criteria. This is especially useful i read more
Reply Idea Lists
19 upvotes
5 Replies
Jorynickles
Member
January 17, 2024
yes
rachel79 on February 17, 2023
Transactional + Marketing emails visible in Ticket history
It would be helpful if both transactional and marketing emails were visible in the associated ticket record. We use tickets to track production for customers and have automated (via workflow) communication to individuals on those tickets through to read more
Reply Idea Contacts & Companies Conversations Marketing Emails Tickets
28 upvotes
7 Replies
Jorynickles
Member
November 02, 2023
Marketing Emails sent from ticket-based workflows should at minimum actually show up on the ticket record
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